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Dean Jacobson Financial Services’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Dean Jacobson Financial 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 		$390K Buy
+3,864
New +$390K 0.21% 12

Other funds holding BILZ

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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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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
SW
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

Dean Jacobson Financial Services's BILZ Position: Q2 2026 in Review

Dean Jacobson Financial Services opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 3,864 shares worth $390K. The stake represents 0.21% of the portfolio and ranks #12 among its holdings.

122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Dean Jacobson Financial Services held 3,864 shares of PIMCO Ultra Short Government Active ETF worth $390K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new Dean Jacobson Financial Services position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.21% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #12 holding.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.