CAWM
BILZ icon

Capital A Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Capital A Wealth 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
2025
Q2 		$2.82K Sell
28
-22
-44% -$2.22K 0.03% 291
2025
Q1 		$5.06K Sell
50
-424
-89% -$42.8K 0.01% 370
2024
Q4 		$47.8K Buy
+474
New +$47.9K 0.08% 159

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Capital A Wealth Management's BILZ Position: Q2 2025 in Review

Capital A Wealth Management reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 44% in Q2 2025, selling an estimated $2.22K and leaving 28 shares worth $2.82K. The position accounts for 0.03% of the portfolio, ranked #291.

Capital A Wealth Management first reported a position in BILZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $47.8K in Q4 2024. 91 funds tracked by Wall St. Rank hold BILZ as of Q2 2025.

  • Capital A Wealth Management held 28 shares of PIMCO Ultra Short Government Active ETF worth $2.82K as of Q2 2025.
  • Capital A Wealth Management sold 22 PIMCO Ultra Short Government Active ETF shares in Q2 2025, an estimated $2.22K.
  • PIMCO Ultra Short Government Active ETF made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #291 holding.
  • Capital A Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $47.8K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.