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Aegis Wealth Management (Iowa)’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Aegis Wealth Management (Iowa)’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 		$5.24M Buy
51,964
+7,282
+16% +$734K 3.39% 5
2026
Q1 		$4.51M Sell
44,682
-12,916
-22% -$1.3M 3.55% 5
2025
Q4 		$5.8M Buy
+57,598
New +$5.81M 4.56% 4

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
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

Aegis Wealth Management (Iowa)'s BILZ Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 16% in Q2 2026, buying an estimated $734K and bringing the position to 51,964 shares worth $5.24M. The position accounts for 3.39% of the portfolio, ranked #5.

Aegis Wealth Management (Iowa) first reported a position in BILZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.8M in Q4 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 51,964 shares of PIMCO Ultra Short Government Active ETF worth $5.24M as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 7,282 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $734K.
  • PIMCO Ultra Short Government Active ETF made up 3.39% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #5 holding.
  • Aegis Wealth Management (Iowa) first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s PIMCO Ultra Short Government Active ETF position peaked at $5.8M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.