ZIMP
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Zimmermann Investment Management & Planning’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio BYLD Stock Details BYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,756
Closed -$460K – 146
2024
Q2 		$460K Sell
20,756
-67,108
-76% -$1.48M 0.15% 86
2024
Q1 		$1.96M Buy
87,864
+61,325
+231% +$1.37M 0.71% 42
2023
Q4 		$595K Buy
+26,539
New +$574K 0.24% 64

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Zimmermann Investment Management & Planning's BYLD Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares Yield Optimized Bond ETF (BYLD) in Q3 2024, closing a stake of 20,756 shares — an estimated $460K sold.

Zimmermann Investment Management & Planning first reported a position in BYLD in Q4 2023 and held it in 3 quarters. The position peaked at $1.96M in Q1 2024. 55 funds tracked by Wall St. Rank hold BYLD as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining iShares Yield Optimized Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 20,756 iShares Yield Optimized Bond ETF shares in Q3 2024, an estimated $460K.
  • Zimmermann Investment Management & Planning first reported a position in iShares Yield Optimized Bond ETF in Q4 2023 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's iShares Yield Optimized Bond ETF position peaked at $1.96M in Q1 2024.
  • 55 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.