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Financial Connections Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Financial Connections Group’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 		$1.52M Buy
15,068
+7,760
+106% +$783K 0.53% 33
2025
Q4 		$736K Buy
7,308
+456
+7% +$46K 0.25% 41
2025
Q3 		$693K Buy
6,852
+719
+12% +$72.7K 0.27% 41
2025
Q2 		$620K Buy
+6,133
New +$620K 0.26% 42

Other funds holding BILZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Financial Connections Group's BILZ Position: Q1 2026 in Review

Financial Connections Group increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 106% in Q1 2026, buying an estimated $783K and bringing the position to 15,068 shares worth $1.52M. The position accounts for 0.53% of the portfolio, ranked #33.

Financial Connections Group first reported a position in BILZ in Q2 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • Financial Connections Group held 15,068 shares of PIMCO Ultra Short Government Active ETF worth $1.52M as of Q1 2026.
  • Financial Connections Group bought 7,760 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $783K.
  • PIMCO Ultra Short Government Active ETF made up 0.53% of Financial Connections Group's portfolio in Q1 2026, its #33 holding.
  • Financial Connections Group first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.