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Golden Reserve Retirement’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Golden Reserve Retirement’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 		$596K Buy
+5,910
New +$596K 0.09% 84
2026
Q1 		– Sell
-4,967
Closed -$501K – 107
2025
Q4 		$501K Buy
4,967
+2,931
+144% +$296K 0.09% 52
2025
Q3 		$206K Buy
+2,036
New +$206K 0.05% 20

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

Golden Reserve Retirement's BILZ Position: Q2 2026 in Review

Golden Reserve Retirement opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 5,910 shares worth $596K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings. This is a return to the name: Golden Reserve Retirement previously reported a position in BILZ as recently as Q4 2025.

Golden Reserve Retirement first reported a position in BILZ in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Golden Reserve Retirement held 5,910 shares of PIMCO Ultra Short Government Active ETF worth $596K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new Golden Reserve Retirement position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.09% of Golden Reserve Retirement's portfolio in Q2 2026, its #84 holding.
  • Golden Reserve Retirement first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.