HIW
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Holos Integrated Wealth’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Holos Integrated Wealth’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
-15
Closed -$1.51K – 383
2026
Q1 		$1.51K Buy
+15
New +$1.51K ﹤0.01% 351

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

Holos Integrated Wealth's BILZ Position: Q2 2026 in Review

Holos Integrated Wealth sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026, closing a stake of 15 shares — an estimated $1.51K sold.

Holos Integrated Wealth first reported a position in BILZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.51K in Q1 2026. 29 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Holos Integrated Wealth reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 15 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $1.51K.
  • Holos Integrated Wealth first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's PIMCO Ultra Short Government Active ETF position peaked at $1.51K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.