Mosley Wealth Management
BILZ icon

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

Mosley 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
Q3 		$965K Buy
9,577
+1,702
+22% +$172K 0.28% 69
2026
Q2 		$795K Buy
7,875
+7,434
+1,686% +$749K 0.25% 70
2026
Q1 		$44.6K Buy
+441
New +$44.5K 0.02% 210

Other funds holding BILZ

Delta Investment Management
Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Mosley Wealth Management's BILZ Position: Q3 2026 in Review

Mosley Wealth Management increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 22% in Q3 2026, buying an estimated $172K and bringing the position to 9,577 shares worth $965K. The position accounts for 0.28% of the portfolio, ranked #69.

Mosley Wealth Management first reported a position in BILZ in Q1 2026 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

  • Mosley Wealth Management held 9,577 shares of PIMCO Ultra Short Government Active ETF worth $965K as of Q3 2026.
  • Mosley Wealth Management bought 1,702 PIMCO Ultra Short Government Active ETF shares in Q3 2026, an estimated $172K.
  • PIMCO Ultra Short Government Active ETF made up 0.28% of Mosley Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Mosley Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.