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Farther Finance Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Farther Finance 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 		$2.64M Sell
26,192
-4,843
-16% -$488K 0.02% 651
2026
Q2 		$3.13M Buy
31,035
+346
+1% +$34.9K 0.02% 547
2026
Q1 		$3.09M Buy
30,689
+2,259
+8% +$228K 0.03% 489
2025
Q4 		$2.86M Buy
28,430
+10,719
+61% +$1.08M 0.03% 461
2025
Q3 		$1.79M Buy
+17,711
New +$1.79M 0.03% 492

Other funds holding BILZ

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Farther Finance Advisors's BILZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 16% in Q3 2026, selling an estimated $488K and leaving 26,192 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #651.

Farther Finance Advisors first reported a position in BILZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.13M in Q2 2026. 13 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

  • Farther Finance Advisors held 26,192 shares of PIMCO Ultra Short Government Active ETF worth $2.64M as of Q3 2026.
  • Farther Finance Advisors sold 4,843 PIMCO Ultra Short Government Active ETF shares in Q3 2026, an estimated $488K.
  • PIMCO Ultra Short Government Active ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #651 holding.
  • Farther Finance Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's PIMCO Ultra Short Government Active ETF position peaked at $3.13M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.