Zimmermann Investment Management & Planning’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,002	Closed	-$208K	–	88
2022 Q1	$208K	Hold	2,002	–	–	0.12%	80
2021 Q4	$226K	Buy	+2,002	New	+$227K	0.13%	85

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Zimmermann Investment Management & Planning's CORP Position: Q2 2022 in Review

Zimmermann Investment Management & Planning sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2022, closing a stake of 2,002 shares — an estimated $208K sold.

Zimmermann Investment Management & Planning first reported a position in CORP in Q4 2021 and held it in 2 quarters. The position peaked at $226K in Q4 2021. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2022.

Zimmermann Investment Management & Planning reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 2,002 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $208K.
Zimmermann Investment Management & Planning first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
Zimmermann Investment Management & Planning's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $226K in Q4 2021.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2022, filed 28 Jul 2022.