BAM
BILZ icon

Belpointe Asset Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Belpointe Asset 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
2024
Q4 		– Sell
-615
Closed -$62.3K – 864
2024
Q3 		$62.3K Buy
+615
New +$62.1K ﹤0.01% 851

Other funds holding BILZ

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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

Belpointe Asset Management's BILZ Position: Q4 2024 in Review

Belpointe Asset Management sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2024, closing a stake of 615 shares — an estimated $62.3K sold.

Belpointe Asset Management first reported a position in BILZ in Q3 2024 and held it in 1 quarter. The position peaked at $62.3K in Q3 2024. 80 funds tracked by Wall St. Rank hold BILZ as of Q4 2024.

  • Belpointe Asset Management reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 615 PIMCO Ultra Short Government Active ETF shares in Q4 2024, an estimated $62.3K.
  • Belpointe Asset Management first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2024 and held it in 1 quarter.
  • Belpointe Asset Management's PIMCO Ultra Short Government Active ETF position peaked at $62.3K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.