KCM
BILZ icon

Key Capital Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Key Capital 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
Q2 		$401K Buy
3,976
+871
+28% +$87.8K 0.21% 56
2026
Q1 		$314K Sell
3,105
-4,020
-56% -$405K 0.21% 57
2025
Q4 		$718K Buy
+7,125
New +$719K 0.71% 28

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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
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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Key Capital Management's BILZ Position: Q2 2026 in Review

Key Capital Management increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 28% in Q2 2026, buying an estimated $87.8K and bringing the position to 3,976 shares worth $401K. The position accounts for 0.21% of the portfolio, ranked #56.

Key Capital Management first reported a position in BILZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $718K in Q4 2025. 60 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Key Capital Management held 3,976 shares of PIMCO Ultra Short Government Active ETF worth $401K as of Q2 2026.
  • Key Capital Management bought 871 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $87.8K.
  • PIMCO Ultra Short Government Active ETF made up 0.21% of Key Capital Management's portfolio in Q2 2026, its #56 holding.
  • Key Capital Management first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's PIMCO Ultra Short Government Active ETF position peaked at $718K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.