LPL Financial
BILZ icon

LPL Financial’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

LPL Financial’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
Q1 		$31.9M Buy
315,642
+91,002
+41% +$9.18M 0.01% 1155
2025
Q4 		$22.6M Sell
224,640
-100,217
-31% -$10.1M 0.01% 1335
2025
Q3 		$32.9M Sell
324,857
-132,843
-29% -$13.4M 0.01% 1055
2025
Q2 		$46.3M Buy
457,700
+216,164
+89% +$21.8M 0.02% 796
2025
Q1 		$24.4M Buy
241,536
+188,169
+353% +$19M 0.01% 1032
2024
Q4 		$5.38M Buy
53,367
+433
+0.8% +$43.7K ﹤0.01% 2026
2024
Q3 		$5.36M Sell
52,934
-13,065
-20% -$1.32M ﹤0.01% 1939
2024
Q2 		$6.67M Sell
65,999
-10,011
-13% -$1.01M ﹤0.01% 1645
2024
Q1 		$7.69M Buy
76,010
+26,024
+52% +$2.63M ﹤0.01% 1489
2023
Q4 		$5.03M Buy
+49,986
New +$5.03M ﹤0.01% 1680

Other funds holding BILZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

LPL Financial's BILZ Position: Q1 2026 in Review

LPL Financial increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 41% in Q1 2026, buying an estimated $9.18M and bringing the position to 315,642 shares worth $31.9M. The position accounts for 0.01% of the portfolio, ranked #1155.

LPL Financial first reported a position in BILZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.3M in Q2 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • LPL Financial held 315,642 shares of PIMCO Ultra Short Government Active ETF worth $31.9M as of Q1 2026.
  • LPL Financial bought 91,002 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $9.18M.
  • PIMCO Ultra Short Government Active ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1155 holding.
  • LPL Financial first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 10 quarters since.
  • LPL Financial's PIMCO Ultra Short Government Active ETF position peaked at $46.3M in Q2 2025.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.