Outlook Wealth Advisors, LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1767151
SHENANDOAH, TX
Position in BILZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,456,838
+$1,435,022 QoQ
Shares Held
24,342
+140.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#34
of 79 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,456,838 | 24,342 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,021,816 | 10,120 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,390,238 | 33,645 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,052,740 | 20,286 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,632,760 | 16,134 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $333,454 | 3,295 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $675,695 | 6,702 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $669,671 | 6,616 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,302,734 | 32,668 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,246,136 | 22,206 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,124,551 | 11,174 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||