First Heartland Consultants’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

First Heartland Consultants’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
2025 Q4	–	Sell	-4,522	Closed	-$458K	–	534
2025 Q3	$458K	Sell	4,522 -76	-2%	-$7.68K	0.04%	303
2025 Q2	$465K	Buy	+4,598	New	+$465K	0.04%	286

Other funds holding BILZ

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

First Heartland Consultants's BILZ Position: Q4 2025 in Review

First Heartland Consultants sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2025, closing a stake of 4,522 shares — an estimated $458K sold.

First Heartland Consultants first reported a position in BILZ in Q2 2025 and held it in 2 quarters. The position peaked at $465K in Q2 2025. 97 funds tracked by Wall St. Rank hold BILZ as of Q4 2025.

First Heartland Consultants reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 4,522 PIMCO Ultra Short Government Active ETF shares in Q4 2025, an estimated $458K.
First Heartland Consultants first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and held it in 2 quarters.
First Heartland Consultants's PIMCO Ultra Short Government Active ETF position peaked at $465K in Q2 2025.
97 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.