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Integrated Wealth Management (Ohio)’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Integrated Wealth Management (Ohio)’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 		$2.87M Buy
28,416
+18,208
+178% +$1.84M 3.03% 7
2026
Q1 		$1.03M Sell
10,208
-10,551
-51% -$1.06M 1.18% 25
2025
Q4 		$2.09M Buy
+20,759
New +$2.1M 2.35% 13

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 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

Integrated Wealth Management (Ohio)'s BILZ Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 178% in Q2 2026, buying an estimated $1.84M and bringing the position to 28,416 shares worth $2.87M. The position accounts for 3.03% of the portfolio, ranked #7.

Integrated Wealth Management (Ohio) first reported a position in BILZ in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 28,416 shares of PIMCO Ultra Short Government Active ETF worth $2.87M as of Q2 2026.
  • Integrated Wealth Management (Ohio) bought 18,208 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $1.84M.
  • PIMCO Ultra Short Government Active ETF made up 3.03% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #7 holding.
  • Integrated Wealth Management (Ohio) first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.