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BILZ icon

Allworth Financial’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Allworth Financial’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
2024
Q4 		– Sell
-9
Closed -$911 – 3952
2024
Q3 		$911 Hold
9
– – ﹤0.01% 3253
2024
Q2 		$910 Hold
9
– – ﹤0.01% 3190
2024
Q1 		$911 Buy
+9
New +$908 ﹤0.01% 3110

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Allworth Financial's BILZ Position: Q4 2024 in Review

Allworth Financial sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2024, closing a stake of 9 shares — an estimated $911 sold.

Allworth Financial first reported a position in BILZ in Q1 2024 and held it in 3 quarters. The position peaked at $911 in Q3 2024. 80 funds tracked by Wall St. Rank hold BILZ as of Q4 2024.

  • Allworth Financial reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2024 after selling out during the quarter.
  • Allworth Financial sold 9 PIMCO Ultra Short Government Active ETF shares in Q4 2024, an estimated $911.
  • Allworth Financial first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2024 and held it in 3 quarters.
  • Allworth Financial's PIMCO Ultra Short Government Active ETF position peaked at $911 in Q3 2024.
  • 80 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.