Kingsview Wealth Management
BILZ icon

Kingsview Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Kingsview Wealth 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 		$250K Buy
+2,474
New +$249K ﹤0.01% 1268
2025
Q2 		– Sell
-3,771
Closed -$382K – 1169
2025
Q1 		$382K Sell
3,771
-3,350
-47% -$338K 0.01% 808
2024
Q4 		$718K Buy
7,121
+35
+0.5% +$3.54K 0.01% 640
2024
Q3 		$717K Buy
7,086
+4,558
+180% +$460K 0.02% 612
2024
Q2 		$256K Buy
+2,528
New +$255K 0.01% 897

Other funds holding BILZ

AE Wealth Management
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 $123B AUM 45.23% 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 $323M AUM 13.82% 1-Year Est. Return

Kingsview Wealth Management's BILZ Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 2,474 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1268 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in BILZ as recently as Q1 2025.

Kingsview Wealth Management first reported a position in BILZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $718K in Q4 2024. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Kingsview Wealth Management held 2,474 shares of PIMCO Ultra Short Government Active ETF worth $250K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new Kingsview Wealth Management position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1268 holding.
  • Kingsview Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2024 and has held it in 5 quarters since.
  • Kingsview Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $718K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.