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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
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

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
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Boomfish Wealth Group's BILZ Position: Q1 2026 in Review

Boomfish Wealth Group increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 38% in Q1 2026, buying an estimated $569K and bringing the position to 20,496 shares worth $2.07M. The position accounts for 1.1% of the portfolio, ranked #41.

Boomfish Wealth Group first reported a position in BILZ in Q4 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • Boomfish Wealth Group held 20,496 shares of PIMCO Ultra Short Government Active ETF worth $2.07M as of Q1 2026.
  • Boomfish Wealth Group bought 5,638 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $569K.
  • PIMCO Ultra Short Government Active ETF made up 1.1% of Boomfish Wealth Group's portfolio in Q1 2026, its #41 holding.
  • Boomfish Wealth Group first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.