Zimmermann Investment Management & Planning’s Invesco International Corporate Bond ETF PICB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-18,860	Closed	-$524K	–	92
2021 Q4	$524K	Buy	+18,860	New	+$528K	0.29%	58

Other funds holding PICB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Zimmermann Investment Management & Planning's PICB Position: Q1 2022 in Review

Zimmermann Investment Management & Planning sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2022, closing a stake of 18,860 shares — an estimated $524K sold.

Zimmermann Investment Management & Planning first reported a position in PICB in Q4 2021 and held it in 1 quarter. The position peaked at $524K in Q4 2021. 42 funds tracked by Wall St. Rank hold PICB as of Q1 2022.

Zimmermann Investment Management & Planning reported no remaining Invesco International Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 18,860 Invesco International Corporate Bond ETF shares in Q1 2022, an estimated $524K.
Zimmermann Investment Management & Planning first reported a position in Invesco International Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
Zimmermann Investment Management & Planning's Invesco International Corporate Bond ETF position peaked at $524K in Q4 2021.
42 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2022, filed 18 Apr 2022.