HWM
BILZ icon

Heirloom Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Heirloom Wealth Management’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
-2,591
Closed -$262K – 45
2025
Q3 		$262K Sell
2,591
-1,482
-36% -$150K 0.06% 39
2025
Q2 		$412K Buy
4,073
+1,531
+60% +$155K 0.11% 35
2025
Q1 		$257K Sell
2,542
-48
-2% -$4.85K 0.07% 37
2024
Q4 		$261K Buy
2,590
+1
+0% +$101 0.08% 40
2024
Q3 		$262K Hold
2,589
– – 0.08% 37
2024
Q2 		$262K Sell
2,589
-20,400
-89% -$2.06M 0.08% 42
2024
Q1 		$2.33M Buy
22,989
+20,861
+980% +$2.1M 0.79% 23
2023
Q4 		$214K Buy
+2,128
New +$214K 0.08% 49

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Heirloom Wealth Management's BILZ Position: Q4 2025 in Review

Heirloom Wealth Management sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2025, closing a stake of 2,591 shares — an estimated $262K sold.

Heirloom Wealth Management first reported a position in BILZ in Q4 2023 and held it in 8 quarters. The position peaked at $2.33M in Q1 2024. 97 funds tracked by Wall St. Rank hold BILZ as of Q4 2025.

  • Heirloom Wealth Management reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2025 after selling out during the quarter.
  • Heirloom Wealth Management sold 2,591 PIMCO Ultra Short Government Active ETF shares in Q4 2025, an estimated $262K.
  • Heirloom Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and held it in 8 quarters.
  • Heirloom Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $2.33M in Q1 2024.
  • 97 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2025.

Based on Heirloom Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.