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

Montgomery Financial Services’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 		$328K Buy
+3,252
New +$328K 0.29% 27

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Montgomery Financial Services's BILZ Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 3,252 shares worth $328K. The stake represents 0.29% of the portfolio and ranks #27 among its holdings.

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

  • Montgomery Financial Services held 3,252 shares of PIMCO Ultra Short Government Active ETF worth $328K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new Montgomery Financial Services position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.29% of Montgomery Financial Services's portfolio in Q2 2026, its #27 holding.
  • 119 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.