Carson Wealth (CWM LLC)
BILZ icon

Carson Wealth (CWM LLC)’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$22.5K Sell
223
-334
-60% -$33.7K ﹤0.01% 4332
2025
Q4 		$56K Sell
557
-851
-60% -$85.9K ﹤0.01% 3512
2025
Q3 		$142K Buy
1,408
+914
+185% +$92.4K ﹤0.01% 2709
2025
Q2 		$50K Buy
494
+472
+2,145% +$47.7K ﹤0.01% 3271
2025
Q1 		$2K Hold
22
– – ﹤0.01% 4725
2024
Q4 		$2K Hold
22
– – ﹤0.01% 4501
2024
Q3 		$2K Hold
22
– – ﹤0.01% 4359
2024
Q2 		$2K Buy
+22
New +$2.22K ﹤0.01% 4167

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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BILZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 60% in Q1 2026, selling an estimated $33.7K and leaving 223 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4332.

Carson Wealth (CWM LLC) first reported a position in BILZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $142K in Q3 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 223 shares of PIMCO Ultra Short Government Active ETF worth $22.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 334 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $33.7K.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4332 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s PIMCO Ultra Short Government Active ETF position peaked at $142K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.