Bridgewealth Advisory Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Bridgewealth Advisory 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	$7.03M	Sell	69,673 -2,659	-4%	-$268K	1.33%	24
2026 Q1	$7.3M	Sell	72,332 -6,032	-8%	-$608K	1.51%	20
2025 Q4	$7.9M	Sell	78,364 -19,492	-20%	-$1.97M	1.74%	18
2025 Q3	$9.9M	Buy	97,856 +13,119	+15%	+$1.33M	2.3%	13
2025 Q2	$8.58M	Buy	84,737 +55,382	+189%	+$5.6M	2.18%	14
2025 Q1	$2.97M	Sell	29,355 -52,361	-64%	-$5.29M	3.9%	6
2024 Q4	$8.25M	Buy	81,716 +22,427	+38%	+$2.27M	2.33%	13
2024 Q3	$6M	Buy	59,289 +637	+1%	+$64.3K	2.18%	15
2024 Q2	$5.93M	Buy	58,652 +16,450	+39%	+$1.66M	2.63%	13
2024 Q1	$4.27M	Buy	42,202 +11,576	+38%	+$1.17M	2.09%	17
2023 Q4	$3.08M	Buy	30,626 +5,518	+22%	+$556K	2.36%	13
2023 Q3	$2.53M	Buy	+25,108	New	+$2.52M	3.11%	9

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 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 Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

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

Bridgewealth Advisory Group's BILZ Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 3.7% in Q2 2026, selling an estimated $268K and leaving 69,673 shares worth $7.03M. The position accounts for 1.33% of the portfolio, ranked #24.

Bridgewealth Advisory Group first reported a position in BILZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.9M in Q3 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Bridgewealth Advisory Group held 69,673 shares of PIMCO Ultra Short Government Active ETF worth $7.03M as of Q2 2026.
Bridgewealth Advisory Group sold 2,659 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $268K.
PIMCO Ultra Short Government Active ETF made up 1.33% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #24 holding.
Bridgewealth Advisory Group first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2023 and has held it in 12 quarters since.
Bridgewealth Advisory Group's PIMCO Ultra Short Government Active ETF position peaked at $9.9M in Q3 2025.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.