Heirloom Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
4,073
+1,531
| +60% | +$155K | 0.11% | 35 |
|
|
2025
Q1 | $257K | Sell |
2,542
-48
| -2% | -$4.86K | 0.07% | 37 |
|
|
2024
Q4 | $261K | Buy |
2,590
+1
| +0% | +$101 | 0.08% | 40 |
|
|
2024
Q3 | $262K | Hold |
2,589
| – | – | 0.08% | 37 |
|
|
2024
Q2 | $262K | Sell |
2,589
-20,400
| -89% | -$2.06M | 0.08% | 42 |
|
|
2024
Q1 | $2.33M | Buy |
22,989
+20,861
| +980% | +$2.11M | 0.79% | 23 |
|
|
2023
Q4 | $214K | Buy |
+2,128
| New | +$214K | 0.08% | 49 |
|