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B.O.S.S. Retirement Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

B.O.S.S. Retirement Advisors’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 		$2.83M Buy
28,047
+22,892
+444% +$2.31M 0.76% 30
2026
Q1 		$521K Sell
5,155
-4,984
-49% -$503K 0.16% 88
2025
Q4 		$1.02M Sell
10,139
-31,941
-76% -$3.22M 0.32% 65
2025
Q3 		$4.26M Buy
42,080
+15,180
+56% +$1.53M 1.02% 24
2025
Q2 		$2.72M Buy
26,900
+21,397
+389% +$2.16M 0.68% 33
2025
Q1 		$557K Sell
5,503
-17,011
-76% -$1.72M 0.16% 98
2024
Q4 		$2.27M Buy
22,514
+15,672
+229% +$1.58M 0.63% 37
2024
Q3 		$693K Buy
6,842
+1,274
+23% +$129K 0.14% 134
2024
Q2 		$563K Buy
+5,568
New +$562K 0.14% 126
2024
Q1 		– Sell
-63,745
Closed -$6.42M – 137
2023
Q4 		$6.42M Buy
+63,745
New +$6.42M 1.24% 10

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

B.O.S.S. Retirement Advisors's BILZ Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 444% in Q2 2026, buying an estimated $2.31M and bringing the position to 28,047 shares worth $2.83M. The position accounts for 0.76% of the portfolio, ranked #30.

B.O.S.S. Retirement Advisors first reported a position in BILZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.42M in Q4 2023. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 28,047 shares of PIMCO Ultra Short Government Active ETF worth $2.83M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 22,892 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $2.31M.
  • PIMCO Ultra Short Government Active ETF made up 0.76% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #30 holding.
  • B.O.S.S. Retirement Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 10 quarters since.
  • B.O.S.S. Retirement Advisors's PIMCO Ultra Short Government Active ETF position peaked at $6.42M in Q4 2023.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.