LRWM
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Lord & Richards Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-799
Closed -$80.9K – 62
2025
Q1 		$80.9K Sell
799
-1,616
-67% -$163K 0.09% 81
2024
Q4 		$244K Buy
+2,415
New +$244K 0.51% 60

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Lord & Richards Wealth Management's BILZ Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2025, closing a stake of 799 shares — an estimated $80.9K sold.

Lord & Richards Wealth Management first reported a position in BILZ in Q4 2024 and held it in 2 quarters. The position peaked at $244K in Q4 2024. 91 funds tracked by Wall St. Rank hold BILZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 799 PIMCO Ultra Short Government Active ETF shares in Q2 2025, an estimated $80.9K.
  • Lord & Richards Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $244K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.