Advisor OS’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Advisor OS’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 Q3	$529K	Buy	+5,244	New	+$529K	0.03%	293

Other funds holding BILZ

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

Advisor OS's BILZ Position: Q3 2026 in Review

Advisor OS opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q3 2026: 5,244 shares worth $529K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings.

73 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

Advisor OS held 5,244 shares of PIMCO Ultra Short Government Active ETF worth $529K as of Q3 2026.
PIMCO Ultra Short Government Active ETF was a new Advisor OS position in Q3 2026.
PIMCO Ultra Short Government Active ETF made up 0.03% of Advisor OS's portfolio in Q3 2026, its #293 holding.
73 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.