MWM
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
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Mosley Wealth Management increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 1,686% in Q2 2026, buying an estimated $749K and bringing the position to 7,875 shares worth $795K. The position accounts for 0.25% of the portfolio, ranked #70.

Mosley Wealth Management first reported a position in BILZ in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Mosley Wealth Management held 7,875 shares of PIMCO Ultra Short Government Active ETF worth $795K as of Q2 2026.
  • Mosley Wealth Management bought 7,434 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $749K.
  • PIMCO Ultra Short Government Active ETF made up 0.25% of Mosley Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Mosley Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.