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HHM Wealth Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

HHM Wealth Advisors’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 		$5.05K Hold
50
– – ﹤0.01% 727
2026
Q1 		$5.05K Buy
+50
New +$5.04K ﹤0.01% 717

Other funds holding BILZ

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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

HHM Wealth Advisors's BILZ Position: Q2 2026 in Review

HHM Wealth Advisors held its PIMCO Ultra Short Government Active ETF (BILZ) position steady in Q2 2026 at 50 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

HHM Wealth Advisors first reported a position in BILZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.05K in Q1 2026. 32 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • HHM Wealth Advisors held 50 shares of PIMCO Ultra Short Government Active ETF worth $5.05K as of Q2 2026.
  • HHM Wealth Advisors left its PIMCO Ultra Short Government Active ETF share count unchanged in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #727 holding.
  • HHM Wealth Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 2 quarters since.
  • HHM Wealth Advisors's PIMCO Ultra Short Government Active ETF position peaked at $5.05K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.