EH
BILZ icon

Equitable Holdings’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Equitable Holdings’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 		– Sell
-3,707
Closed -$374K – 1694
2025
Q4 		$374K Buy
+3,707
New +$374K ﹤0.01% 1227
2024
Q1 		– Sell
-2,010
Closed -$202K – 1166
2023
Q4 		$202K Buy
+2,010
New +$202K ﹤0.01% 1069

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 $18.5B AUM 19.51% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $340M AUM 14.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Equitable Holdings's BILZ Position: Q1 2026 in Review

Equitable Holdings sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q1 2026, closing a stake of 3,707 shares — an estimated $374K sold.

Equitable Holdings first reported a position in BILZ in Q4 2023 and held it in 2 quarters. The position peaked at $374K in Q4 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • Equitable Holdings reported no remaining PIMCO Ultra Short Government Active ETF position as of Q1 2026 after selling out during the quarter.
  • Equitable Holdings sold 3,707 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $374K.
  • Equitable Holdings first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and held it in 2 quarters.
  • Equitable Holdings's PIMCO Ultra Short Government Active ETF position peaked at $374K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.