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 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%	-$43.9K	0.26%	91
2024 Q3	$560K	Buy	+5,536	New	+$559K	0.28%	80

Other funds holding BILZ

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

AWMI

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

SEP

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

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

Lodestone Wealth Management reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 23% in Q2 2026, selling an estimated $67.2K and leaving 2,224 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #173.

Lodestone Wealth Management first reported a position in BILZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $560K in Q3 2024. 38 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Lodestone Wealth Management held 2,224 shares of PIMCO Ultra Short Government Active ETF worth $224K as of Q2 2026.
Lodestone Wealth Management sold 667 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $67.2K.
PIMCO Ultra Short Government Active ETF made up 0.08% of Lodestone Wealth Management's portfolio in Q2 2026, its #173 holding.
Lodestone Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2024 and has held it in 8 quarters since.
Lodestone Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $560K in Q3 2024.
38 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.