LifeWealth Investments’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

LifeWealth Investments’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	$1.1M	Buy	10,907 +7,686	+239%	+$775K	0.29%	53
2026 Q1	$325K	Sell	3,221 -4,725	-59%	-$477K	0.1%	102
2025 Q4	$801K	Sell	7,946 -25,200	-76%	-$2.54M	0.25%	63
2025 Q3	$3.35M	Buy	33,146 +10,642	+47%	+$1.08M	0.51%	47
2025 Q2	$2.28M	Buy	22,504 +18,213	+424%	+$1.84M	0.39%	55
2025 Q1	$434K	Sell	4,291 -1,625	-27%	-$164K	0.1%	143
2024 Q4	$596K	Buy	+5,916	New	+$598K	0.4%	62

Other funds holding BILZ

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 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

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

LifeWealth Investments's BILZ Position: Q2 2026 in Review

LifeWealth Investments increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 239% in Q2 2026, buying an estimated $775K and bringing the position to 10,907 shares worth $1.1M. The position accounts for 0.29% of the portfolio, ranked #53.

LifeWealth Investments first reported a position in BILZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.35M in Q3 2025. 14 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

LifeWealth Investments held 10,907 shares of PIMCO Ultra Short Government Active ETF worth $1.1M as of Q2 2026.
LifeWealth Investments bought 7,686 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $775K.
PIMCO Ultra Short Government Active ETF made up 0.29% of LifeWealth Investments's portfolio in Q2 2026, its #53 holding.
LifeWealth Investments first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's PIMCO Ultra Short Government Active ETF position peaked at $3.35M in Q3 2025.
14 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.