Commonwealth Equity Services
BILZ icon

Commonwealth Equity Services’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Commonwealth Equity Services’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 		$1.93M Buy
19,098
+5,657
+42% +$570K ﹤0.01% 2145
2026
Q1 		$1.36M Buy
13,441
+664
+5% +$67K ﹤0.01% 2342
2025
Q4 		$1.29M Sell
12,777
-4,087
-24% -$413K ﹤0.01% 2371
2025
Q3 		$1.71M Sell
16,864
-78,560
-82% -$7.94M ﹤0.01% 2135
2025
Q2 		$9.66M Sell
95,424
-16,952
-15% -$1.71M 0.01% 934
2025
Q1 		$11.4M Buy
112,376
+10,261
+10% +$1.04M 0.02% 792
2024
Q4 		$10.3M Buy
102,115
+2,504
+3% +$253K 0.02% 823
2024
Q3 		$10.1M Buy
99,611
+97,328
+4,263% +$9.83M 0.02% 828
2024
Q2 		$231K Sell
2,283
-88
-4% -$8.88K ﹤0.01% 3527
2024
Q1 		$240K Buy
2,371
+62
+3% +$6.26K ﹤0.01% 3481
2023
Q4 		$232K Sell
2,309
-3,018
-57% -$304K ﹤0.01% 3389
2023
Q3 		$536K Buy
+5,327
New +$535K ﹤0.01% 2536

Other funds holding BILZ

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Commonwealth Equity Services's BILZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 42% in Q2 2026, buying an estimated $570K and bringing the position to 19,098 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Commonwealth Equity Services first reported a position in BILZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.4M in Q1 2025. 41 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Commonwealth Equity Services held 19,098 shares of PIMCO Ultra Short Government Active ETF worth $1.93M as of Q2 2026.
  • Commonwealth Equity Services bought 5,657 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $570K.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2145 holding.
  • Commonwealth Equity Services first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Equity Services's PIMCO Ultra Short Government Active ETF position peaked at $11.4M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.