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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

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.