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

Modern 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 		$215K Buy
+2,135
New +$215K ﹤0.01% 1010

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 $112B AUM 36.28% 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

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

Modern Wealth Management opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 2,135 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings.

122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Modern Wealth Management held 2,135 shares of PIMCO Ultra Short Government Active ETF worth $215K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new Modern Wealth Management position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1010 holding.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.