Heirloom Wealth Management
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
2026
Q3 		$4.91M Buy
+48,639
New +$4.9M 0.64% 31
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

Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Heirloom Wealth Management's BILZ Position: Q3 2026 in Review

Heirloom Wealth Management opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q3 2026: 48,639 shares worth $4.91M. The stake represents 0.64% of the portfolio and ranks #31 among its holdings. This is a return to the name: Heirloom Wealth Management previously reported a position in BILZ as recently as Q3 2025.

Heirloom Wealth Management first reported a position in BILZ in Q4 2023 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

  • Heirloom Wealth Management held 48,639 shares of PIMCO Ultra Short Government Active ETF worth $4.91M as of Q3 2026.
  • PIMCO Ultra Short Government Active ETF was a new Heirloom Wealth Management position in Q3 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.64% of Heirloom Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Heirloom Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.