Pineridge Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Pineridge Advisors’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
2025 Q3	$1.54K	Buy	15 +8	+114%	+$808	﹤0.01%	386
2025 Q2	$716	Sell	7 -2	-22%	-$202	﹤0.01%	502
2025 Q1	$926	Sell	9 -79	-90%	-$7.98K	﹤0.01%	441
2024 Q4	$8.88K	Sell	88 -285	-76%	-$28.8K	﹤0.01%	313
2024 Q3	$37.8K	Sell	373 -272	-42%	-$27.5K	0.01%	157
2024 Q2	$65.2K	Buy	645 +24	+4%	+$2.42K	0.02%	119
2024 Q1	$62.8K	Sell	621 -17	-3%	-$1.72K	0.02%	119
2023 Q4	$64.2K	Buy	+638	New	+$64.2K	0.02%	141

Other funds holding BILZ

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pineridge Advisors's BILZ Position: Q3 2025 in Review

Pineridge Advisors increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 114% in Q3 2025, buying an estimated $808 and bringing the position to 15 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Pineridge Advisors first reported a position in BILZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $65.2K in Q2 2024. 100 funds tracked by Wall St. Rank hold BILZ as of Q3 2025.

Pineridge Advisors held 15 shares of PIMCO Ultra Short Government Active ETF worth $1.54K as of Q3 2025.
Pineridge Advisors bought 8 PIMCO Ultra Short Government Active ETF shares in Q3 2025, an estimated $808.
PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #386 holding.
Pineridge Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's PIMCO Ultra Short Government Active ETF position peaked at $65.2K in Q2 2024.
100 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.