Lord & Richards 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	–	Sell	-799	Closed	-$80.9K	–	62
2025 Q1	$80.9K	Sell	799 -1,616	-67%	-$164K	0.09%	81
2024 Q4	$244K	Buy	+2,415	New	+$244K	0.51%	60