Atria Investments
BILZ icon

Atria Investments’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Atria Investments’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
2025
Q4 		– Sell
-4,522
Closed -$458K – 2030
2025
Q3 		$458K Sell
4,522
-76
-2% -$7.68K 0.01% 1472
2025
Q2 		$465K Buy
+4,598
New +$465K 0.01% 1462

Other funds holding BILZ

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Atria Investments's BILZ Position: Q4 2025 in Review

Atria Investments sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2025, closing a stake of 4,522 shares — an estimated $458K sold.

Atria Investments first reported a position in BILZ in Q2 2025 and held it in 2 quarters. The position peaked at $465K in Q2 2025. 97 funds tracked by Wall St. Rank hold BILZ as of Q4 2025.

  • Atria Investments reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 4,522 PIMCO Ultra Short Government Active ETF shares in Q4 2025, an estimated $458K.
  • Atria Investments first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and held it in 2 quarters.
  • Atria Investments's PIMCO Ultra Short Government Active ETF position peaked at $465K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.