Zimmermann Investment Management & Planning’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,606	Closed	-$399K	–	124
2023 Q3	$399K	Sell	8,606 -2,648	-24%	-$123K	0.19%	77
2023 Q2	$525K	Sell	11,254 -213	-2%	-$10K	0.24%	64
2023 Q1	$541K	Sell	11,467 -1,021	-8%	-$47.8K	0.28%	65
2022 Q4	$580K	Sell	12,488 -15,120	-55%	-$700K	0.33%	52
2022 Q3	$1.27M	Sell	27,608 -3,654	-12%	-$172K	0.79%	31
2022 Q2	$1.48M	Sell	31,262 -8,142	-21%	-$389K	1.02%	29
2022 Q1	$1.91M	Sell	39,404 -9,125	-19%	-$451K	1.13%	27
2021 Q4	$2.45M	Buy	+48,529	New	+$2.46M	1.37%	28

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Zimmermann Investment Management & Planning's ISTB Position: Q4 2023 in Review

Zimmermann Investment Management & Planning sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 8,606 shares — an estimated $399K sold.

Zimmermann Investment Management & Planning first reported a position in ISTB in Q4 2021 and held it in 8 quarters. The position peaked at $2.45M in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

Zimmermann Investment Management & Planning reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 8,606 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $399K.
Zimmermann Investment Management & Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 8 quarters.
Zimmermann Investment Management & Planning's iShares Core 1-5 Year USD Bond ETF position peaked at $2.45M in Q4 2021.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2023, filed 22 Jan 2024.