BWM
BILZ icon

Base Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Base Wealth Management’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 		$784K Sell
7,763
-360
-4% -$36.3K 0.36% 33
2026
Q1 		$820K Sell
8,123
-27,650
-77% -$2.79M 0.46% 29
2025
Q4 		$3.6M Sell
35,773
-18,323
-34% -$1.85M 1.94% 15
2025
Q3 		$5.47M Sell
54,096
-2,937
-5% -$297K 3.12% 13
2025
Q2 		$5.77M Buy
+57,033
New +$5.76M 3.7% 11

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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
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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Base Wealth Management's BILZ Position: Q2 2026 in Review

Base Wealth Management reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 4.4% in Q2 2026, selling an estimated $36.3K and leaving 7,763 shares worth $784K. The position accounts for 0.36% of the portfolio, ranked #33.

Base Wealth Management first reported a position in BILZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.77M in Q2 2025. 88 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Base Wealth Management held 7,763 shares of PIMCO Ultra Short Government Active ETF worth $784K as of Q2 2026.
  • Base Wealth Management sold 360 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $36.3K.
  • PIMCO Ultra Short Government Active ETF made up 0.36% of Base Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Base Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Base Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $5.77M in Q2 2025.
  • 88 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.