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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$460K Sell
2024
Q1
$1.96M Buy
2023
Q4
$595K Buy