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Acorn Financial Advisory Services’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Acorn Financial Advisory Services’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Sell
3,769
-2,165
-36% -$218K 0.05% 159
2026
Q1 		$599K Buy
+5,934
New +$599K 0.08% 110

Other funds holding BILZ

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DIM
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Acorn Financial Advisory Services's BILZ Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 36% in Q2 2026, selling an estimated $218K and leaving 3,769 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #159.

Acorn Financial Advisory Services first reported a position in BILZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $599K in Q1 2026. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Acorn Financial Advisory Services held 3,769 shares of PIMCO Ultra Short Government Active ETF worth $380K as of Q2 2026.
  • Acorn Financial Advisory Services sold 2,165 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $218K.
  • PIMCO Ultra Short Government Active ETF made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #159 holding.
  • Acorn Financial Advisory Services first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Acorn Financial Advisory Services's PIMCO Ultra Short Government Active ETF position peaked at $599K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.