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Kooman & Associates’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Kooman & Associates’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 		$6.57M Buy
65,055
+1,462
+2% +$147K 1.76% 11
2026
Q1 		$6.42M Sell
63,593
-4,057
-6% -$409K 1.91% 9
2025
Q4 		$6.82M Buy
67,650
+8,528
+14% +$861K 2.02% 8
2025
Q3 		$5.98M Sell
59,122
-107
-0.2% -$10.8K 1.85% 10
2025
Q2 		$5.99M Sell
59,229
-3,213
-5% -$325K 2.03% 9
2025
Q1 		$6.32M Buy
+62,442
New +$6.31M 2.32% 9

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

Kooman & Associates's BILZ Position: Q2 2026 in Review

Kooman & Associates increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 2.3% in Q2 2026, buying an estimated $147K and bringing the position to 65,055 shares worth $6.57M. The position accounts for 1.76% of the portfolio, ranked #11.

Kooman & Associates first reported a position in BILZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.82M in Q4 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Kooman & Associates held 65,055 shares of PIMCO Ultra Short Government Active ETF worth $6.57M as of Q2 2026.
  • Kooman & Associates bought 1,462 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $147K.
  • PIMCO Ultra Short Government Active ETF made up 1.76% of Kooman & Associates's portfolio in Q2 2026, its #11 holding.
  • Kooman & Associates first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Kooman & Associates's PIMCO Ultra Short Government Active ETF position peaked at $6.82M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.