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

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MAWAG
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BOSSRA
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LPL Financial
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Thrivent Financial for Lutherans
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GLR
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BAG
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LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return