EverSource Wealth Advisors
BILZ icon

EverSource Wealth Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

EverSource Wealth Advisors’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
Q3 		$22.4K Buy
+222
New +$22.4K ﹤0.01% 2364

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Summit Financial Wealth Advisors
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Walled Lake Planning & Wealth Management
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Biltmore Wealth Management
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Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

EverSource Wealth Advisors's BILZ Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q3 2026: 222 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #2364 among its holdings.

78 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

  • EverSource Wealth Advisors held 222 shares of PIMCO Ultra Short Government Active ETF worth $22.4K as of Q3 2026.
  • PIMCO Ultra Short Government Active ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2364 holding.
  • 78 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.