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

Lodestone 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 Q3	$221K	Sell	2,191 -33	-1%	-$3.33K	0.07%	175
2026 Q2	$224K	Sell	2,224 -667	-23%	-$67.2K	0.08%	173
2026 Q1	$292K	Sell	2,891 -340	-11%	-$34.3K	0.12%	146
2025 Q4	$326K	Sell	3,231 -852	-21%	-$86K	0.13%	134
2025 Q3	$413K	Sell	4,083 -713	-15%	-$72K	0.19%	116
2025 Q2	$485K	Sell	4,796 -397	-8%	-$40.1K	0.24%	99
2025 Q1	$526K	Buy	5,193 +91	+2%	+$9.19K	0.28%	85
2024 Q4	$514K	Sell	5,102 -434	-8%	-$43.8K	0.26%	91
2024 Q3	$560K	Buy	+5,536	New	+$559K	0.28%	80

Other funds holding BILZ

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Lodestone Wealth Management's BILZ Position: Q3 2026 in Review

Lodestone Wealth Management reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 1.5% in Q3 2026, selling an estimated $3.33K and leaving 2,191 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #175.

Lodestone Wealth Management first reported a position in BILZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $560K in Q3 2024. 71 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

Lodestone Wealth Management held 2,191 shares of PIMCO Ultra Short Government Active ETF worth $221K as of Q3 2026.
Lodestone Wealth Management sold 33 PIMCO Ultra Short Government Active ETF shares in Q3 2026, an estimated $3.33K.
PIMCO Ultra Short Government Active ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #175 holding.
Lodestone Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2024 and has held it in 9 quarters since.
Lodestone Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $560K in Q3 2024.
71 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.