FI
BILZ icon

FWG Investments’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

FWG Investments’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
Q2 		$2.15M Buy
21,256
+14,827
+231% +$1.49M 1.14% 24
2026
Q1 		$649K Sell
6,429
-6,254
-49% -$631K 0.41% 62
2025
Q4 		$1.28M Sell
12,683
-2,363
-16% -$239K 0.81% 38
2025
Q3 		$1.52M Buy
15,046
+4,661
+45% +$471K 1.04% 31
2025
Q2 		$1.05M Buy
+10,385
New +$1.05M 0.8% 39
2025
Q1 		– Sell
-3,673
Closed -$370K – 60
2024
Q4 		$370K Buy
3,673
+1,050
+40% +$106K 0.29% 83
2024
Q3 		$266K Sell
2,623
-6,589
-72% -$665K 0.23% 99
2024
Q2 		$931K Buy
9,212
+3,863
+72% +$390K 0.94% 31
2024
Q1 		$541K Buy
+5,349
New +$540K 0.59% 43

Other funds holding BILZ

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

FWG Investments's BILZ Position: Q2 2026 in Review

FWG Investments increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 231% in Q2 2026, buying an estimated $1.49M and bringing the position to 21,256 shares worth $2.15M. The position accounts for 1.14% of the portfolio, ranked #24.

FWG Investments first reported a position in BILZ in Q1 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • FWG Investments held 21,256 shares of PIMCO Ultra Short Government Active ETF worth $2.15M as of Q2 2026.
  • FWG Investments bought 14,827 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $1.49M.
  • PIMCO Ultra Short Government Active ETF made up 1.14% of FWG Investments's portfolio in Q2 2026, its #24 holding.
  • FWG Investments first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2024 and has held it in 9 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.