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Mid-American Wealth Advisory Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Mid-American Wealth Advisory Group’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 		$17.9M Buy
177,678
+49,456
+39% +$4.99M 6.48% 5
2026
Q1 		$12.9M Hold
128,222
– – 5.46% 5
2025
Q4 		$12.9M Buy
128,222
+17,050
+15% +$1.72M 5.46% 5
2025
Q3 		$11.2M Buy
111,172
+4,825
+5% +$488K 5.02% 6
2025
Q2 		$10.8M Buy
106,347
+30,970
+41% +$3.13M 5.12% 5
2025
Q1 		$7.63M Sell
75,377
-49,846
-40% -$5.04M 4.09% 6
2024
Q4 		$12.6M Sell
125,223
-23,402
-16% -$2.36M 7.42% 4
2024
Q3 		$15M Buy
148,625
+27,559
+23% +$2.78M 9.45% 3
2024
Q2 		$12.2M Buy
121,066
+9,854
+9% +$994K 7.82% 4
2024
Q1 		$11.2M Buy
111,212
+39,988
+56% +$4.03M 7.59% 4
2023
Q4 		$7.17M Buy
+71,224
New +$7.17M 5.32% 5

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $123B AUM 45.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 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

Mid-American Wealth Advisory Group's BILZ Position: Q2 2026 in Review

Mid-American Wealth Advisory Group increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 39% in Q2 2026, buying an estimated $4.99M and bringing the position to 177,678 shares worth $17.9M. The position accounts for 6.48% of the portfolio, ranked #5.

Mid-American Wealth Advisory Group first reported a position in BILZ in Q4 2023 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Mid-American Wealth Advisory Group held 177,678 shares of PIMCO Ultra Short Government Active ETF worth $17.9M as of Q2 2026.
  • Mid-American Wealth Advisory Group bought 49,456 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $4.99M.
  • PIMCO Ultra Short Government Active ETF made up 6.48% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Mid-American Wealth Advisory Group first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 11 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.