Kingdom Financial Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Kingdom Financial Group’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 Q1	$222K	Sell	2,194 -1,080	-33%	-$109K	0.06%	143
2025 Q4	$330K	Sell	3,274 -3,725	-53%	-$376K	0.1%	96
2025 Q3	$708K	Buy	6,999 +2,282	+48%	+$231K	0.43%	33
2025 Q2	$477K	Buy	+4,717	New	+$477K	0.42%	37
2025 Q1	–	Sell	-2,732	Closed	-$275K	–	46
2024 Q4	$275K	Sell	2,732 -4,325	-61%	-$437K	0.19%	42
2024 Q3	$714K	Sell	7,057 -1,518	-18%	-$153K	0.53%	23
2024 Q2	$867K	Buy	8,575 +2,683	+46%	+$271K	0.59%	22
2024 Q1	$596K	Buy	+5,892	New	+$595K	0.42%	29

Other funds holding BILZ

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Kingdom Financial Group's BILZ Position: Q1 2026 in Review

Kingdom Financial Group reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 33% in Q1 2026, selling an estimated $109K and leaving 2,194 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #143.

Kingdom Financial Group first reported a position in BILZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $867K in Q2 2024. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

Kingdom Financial Group held 2,194 shares of PIMCO Ultra Short Government Active ETF worth $222K as of Q1 2026.
Kingdom Financial Group sold 1,080 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $109K.
PIMCO Ultra Short Government Active ETF made up 0.06% of Kingdom Financial Group's portfolio in Q1 2026, its #143 holding.
Kingdom Financial Group first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2024 and has held it in 8 quarters since.
Kingdom Financial Group's PIMCO Ultra Short Government Active ETF position peaked at $867K in Q2 2024.
114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.