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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
Q3 		$3.32M Buy
32,867
+4,439
+16% +$447K 1.44% 22
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

Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Boomfish Wealth Group's BILZ Position: Q3 2026 in Review

Boomfish Wealth Group increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 16% in Q3 2026, buying an estimated $447K and bringing the position to 32,867 shares worth $3.32M. The position accounts for 1.44% of the portfolio, ranked #22.

Boomfish Wealth Group first reported a position in BILZ in Q4 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

  • Boomfish Wealth Group held 32,867 shares of PIMCO Ultra Short Government Active ETF worth $3.32M as of Q3 2026.
  • Boomfish Wealth Group bought 4,439 PIMCO Ultra Short Government Active ETF shares in Q3 2026, an estimated $447K.
  • PIMCO Ultra Short Government Active ETF made up 1.44% of Boomfish Wealth Group's portfolio in Q3 2026, its #22 holding.
  • Boomfish Wealth Group first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.