OWA
Outlook Wealth Advisors’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 | $1.63M | Buy |
16,134
+12,839
| +390% | +$1.3M | 0.42% | 49 |
|
|
2025
Q1 | $333K | Sell |
3,295
-3,407
| -51% | -$345K | 0.09% | 213 |
|
|
2024
Q4 | $676K | Buy |
6,702
+86
| +1% | +$8.67K | 0.19% | 108 |
|
|
2024
Q3 | $670K | Sell |
6,616
-26,052
| -80% | -$2.64M | 0.19% | 108 |
|
|
2024
Q2 | $3.3M | Buy |
32,668
+10,462
| +47% | +$1.06M | 1.03% | 21 |
|
|
2024
Q1 | $2.25M | Buy |
22,206
+11,032
| +99% | +$1.12M | 0.69% | 32 |
|
|
2023
Q4 | $1.12M | Buy |
+11,174
| New | +$1.12M | 0.39% | 53 |
|