PWM
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Palumbo Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Palumbo Wealth Management’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
2023
Q4 		– Sell
-66,027
Closed -$6.65M – 124
2023
Q3 		$6.65M Buy
+66,027
New +$6.63M 3.66% 8

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Palumbo Wealth Management's BILZ Position: Q4 2023 in Review

Palumbo Wealth Management sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2023, closing a stake of 66,027 shares — an estimated $6.65M sold.

Palumbo Wealth Management first reported a position in BILZ in Q3 2023 and held it in 1 quarter. The position peaked at $6.65M in Q3 2023. 33 funds tracked by Wall St. Rank hold BILZ as of Q4 2023.

  • Palumbo Wealth Management reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2023 after selling out during the quarter.
  • Palumbo Wealth Management sold 66,027 PIMCO Ultra Short Government Active ETF shares in Q4 2023, an estimated $6.65M.
  • Palumbo Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2023 and held it in 1 quarter.
  • Palumbo Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $6.65M in Q3 2023.
  • 33 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2023.

Based on Palumbo Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.