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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
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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
PA
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.