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Oliver Lagore Vanvalin Investment Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-202
Closed -$20.3K – 745
2023
Q4 		$20.3K Buy
+202
New +$20.3K 0.01% 310

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BILZ Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q1 2024, closing a stake of 202 shares — an estimated $20.3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BILZ in Q4 2023 and held it in 1 quarter. The position peaked at $20.3K in Q4 2023. 39 funds tracked by Wall St. Rank hold BILZ as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining PIMCO Ultra Short Government Active ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 202 PIMCO Ultra Short Government Active ETF shares in Q1 2024, an estimated $20.3K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's PIMCO Ultra Short Government Active ETF position peaked at $20.3K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.