BWG
BILZ icon

Boomfish Wealth Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Boomfish Wealth Group’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 		$2.87M Buy
28,428
+7,932
+39% +$800K 1.31% 30
2026
Q1 		$2.07M Buy
20,496
+5,638
+38% +$569K 1.1% 41
2025
Q4 		$1.5M Buy
+14,858
New +$1.5M 0.8% 52

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 $123B AUM 45.23% 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

Boomfish Wealth Group's BILZ Position: Q2 2026 in Review

Boomfish Wealth Group increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 39% in Q2 2026, buying an estimated $800K and bringing the position to 28,428 shares worth $2.87M. The position accounts for 1.31% of the portfolio, ranked #30.

Boomfish Wealth Group first reported a position in BILZ in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Boomfish Wealth Group held 28,428 shares of PIMCO Ultra Short Government Active ETF worth $2.87M as of Q2 2026.
  • Boomfish Wealth Group bought 7,932 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $800K.
  • PIMCO Ultra Short Government Active ETF made up 1.31% of Boomfish Wealth Group's portfolio in Q2 2026, its #30 holding.
  • Boomfish Wealth Group first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.