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Ishares Tr yld optim bd shares owned by Zimmermann Investment Management & Planning

Quarter-by-quarter ownership of Ishares Tr yld optim bd (BYLD) shares owned by Zimmermann Investment Management & Planning from 13F filings

Historical chart of Zimmermann Investment Management & Planning investment in Ishares Tr yld optim bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr yld optim bd held by Zimmermann Investment Management & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr yld optim bd by Zimmermann Investment Management & Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 88k 22.36
2023-12-31 $595k 27k 22.43

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Amazon (AMZN)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

View all positions for Zimmermann Investment Management & Planning

Top funds holding Ishares Tr yld optim bd

Huntington National Bank
Atlas Private Wealth Management
Systelligence
Raymond James Financial Services Advisors
Sigma Planning
Raymond James & Associates
Harwood Advisory
Branch Banking & Trust Company
LWM Advisory Services
Zimmermann Investment Management & Planning
Hanson McClain Advisors
Bank of America Corporation
Jane Street
Advisor Group Holdings
Jpmorgan Chase & Co

View all funds holding Ishares Tr yld optim bd