Essex Financial Services, Inc.
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1315785
ESSEX, CT
Position in BILZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,388,393
-$494,947 QoQ
Shares Held
83,111
-5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#15
of 79 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,388,393 | 83,111 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,883,340 | 87,980 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,203,883 | 81,416 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,606,513 | 85,053 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,632,301 | 75,418 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $952,292 | 9,410 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $728,323 | 7,224 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $679,084 | 6,709 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||