EFS
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Essex Financial Services’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.63M Buy
75,418
+66,008
+701% +$6.68M 0.5% 43
2025
Q1
$952K Buy
9,410
+2,186
+30% +$221K 0.07% 239
2024
Q4
$728K Buy
7,224
+515
+8% +$51.9K 0.05% 301
2024
Q3
$678K Buy
+6,709
New +$678K 0.05% 319