POM Investment Strategies’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

POM Investment Strategies’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 Q1	$1.81M	Buy	+17,907	New	+$1.81M	2.25%	8
2025 Q2	–	Sell	-10,880	Closed	-$1.1M	–	152
2025 Q1	$1.1M	Sell	10,880 -1,512	-12%	-$153K	1.29%	14
2024 Q4	$1.25M	Buy	12,392 +720	+6%	+$72.7K	0.94%	16
2024 Q3	$1.18M	Buy	11,672 +1,136	+11%	+$115K	0.92%	17
2024 Q2	$1.07M	Buy	10,536 +6,190	+142%	+$625K	0.85%	17
2024 Q1	$440K	Buy	4,346 +538	+14%	+$54.3K	0.36%	23
2023 Q4	$383K	Buy	+3,808	New	+$383K	0.35%	24

Other funds holding BILZ

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

AWM

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

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

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

BCMLT

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

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

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

SFWA

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

WLPWM

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

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

POM Investment Strategies's BILZ Position: Q1 2026 in Review

POM Investment Strategies opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q1 2026: 17,907 shares worth $1.81M. The stake represents 2.25% of the portfolio and ranks #8 among its holdings. This is a return to the name: POM Investment Strategies previously reported a position in BILZ as recently as Q1 2025.

POM Investment Strategies first reported a position in BILZ in Q4 2023 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

POM Investment Strategies held 17,907 shares of PIMCO Ultra Short Government Active ETF worth $1.81M as of Q1 2026.
PIMCO Ultra Short Government Active ETF was a new POM Investment Strategies position in Q1 2026.
PIMCO Ultra Short Government Active ETF made up 2.25% of POM Investment Strategies's portfolio in Q1 2026, its #8 holding.
POM Investment Strategies first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 7 quarters since.
114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.