LifeWealth Investments, LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 2033794
WINTER GARDEN, FL
Position in BILZ
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$325,224
-$475,454 QoQ
Shares Held
3,221
-59.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BILZ Over Time
Shares Held
Position Value (USD)
All Filings in BILZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,224 | 3,221 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $800,678 | 7,946 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,613,069 | 15,941 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $1,015,440 | 10,034 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 | $434,249 | 4,291 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $596,451 | 5,916 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||