WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1812177
HIGHLAND PARK, IL
Position in BILZ
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$28,183,958
+$1,566,581 QoQ
Shares Held
279,132
+5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BILZ Over Time
Shares Held
Position Value (USD)
All Filings in BILZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,183,958 | 279,132 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,617,377 | 264,153 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,404,356 | 251,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,113,675 | 228,396 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||