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

IFP 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 Q3	$7.77K	Hold	77	–	–	﹤0.01%	3557
2026 Q2	$7.77K	Hold	77	–	–	﹤0.01%	3539
2026 Q1	$7.78K	Hold	77	–	–	﹤0.01%	3287
2025 Q4	$7.76K	Hold	77	–	–	﹤0.01%	3195
2025 Q3	$7.79K	Hold	77	–	–	﹤0.01%	3034
2025 Q2	$7.79K	Buy	+77	New	+$7.78K	﹤0.01%	3072

Other funds holding BILZ

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

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

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

IFP Advisors's BILZ Position: Q3 2026 in Review

IFP Advisors held its PIMCO Ultra Short Government Active ETF (BILZ) position steady in Q3 2026 at 77 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3557.

IFP Advisors first reported a position in BILZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.79K in Q3 2025. 44 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

IFP Advisors held 77 shares of PIMCO Ultra Short Government Active ETF worth $7.77K as of Q3 2026.
IFP Advisors left its PIMCO Ultra Short Government Active ETF share count unchanged in Q3 2026.
PIMCO Ultra Short Government Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3557 holding.
IFP Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 6 quarters since.
IFP Advisors's PIMCO Ultra Short Government Active ETF position peaked at $7.79K in Q3 2025.
44 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.