Lodestone Wealth Management LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1950158
SPOKANE, WA
Position in BILZ
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$291,904
-$33,667 QoQ
Shares Held
2,891
-10.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $291,904 | 2,891 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $325,571 | 3,231 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $413,158 | 4,083 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $485,355 | 4,796 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $525,531 | 5,193 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $514,383 | 5,102 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $560,353 | 5,536 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||