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Golden State Equity Partners’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Golden State Equity Partners’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 		– Sell
-100
Closed -$10.1K – 480
2026
Q1 		$10.1K Buy
+100
New +$10.1K ﹤0.01% 1290

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BCMLT
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SFWA
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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 State Equity Partners's BILZ Position: Q2 2026 in Review

Golden State Equity Partners sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026, closing a stake of 100 shares — an estimated $10.1K sold.

Golden State Equity Partners first reported a position in BILZ in Q1 2026 and held it in 1 quarter. The position peaked at $10.1K in Q1 2026. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Golden State Equity Partners reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 100 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $10.1K.
  • Golden State Equity Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's PIMCO Ultra Short Government Active ETF position peaked at $10.1K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.