Precision Wealth Strategies’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Precision Wealth 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	$2.37M	Buy	23,470 +5,657	+32%	+$571K	0.79%	34
2025 Q4	$1.79M	Buy	17,813 +2,855	+19%	+$288K	0.58%	38
2025 Q3	$1.51M	Sell	14,958 -20,224	-57%	-$2.04M	0.49%	48
2025 Q2	$3.56M	Buy	35,182 +3,444	+11%	+$348K	1.16%	25
2025 Q1	$3.21M	Sell	31,738 -1,085	-3%	-$110K	2.46%	12
2024 Q4	$3.31M	Buy	32,823 +15,784	+93%	+$1.59M	2.56%	9
2024 Q3	$1.72M	Buy	17,039 +1,292	+8%	+$130K	1.6%	17
2024 Q2	$1.59M	Sell	15,747 -5,261	-25%	-$531K	1.64%	15
2024 Q1	$2.12M	Buy	21,008 +5,792	+38%	+$584K	2.01%	9
2023 Q4	$1.53M	Buy	15,216 +10,609	+230%	+$1.07M	1.49%	9
2023 Q3	$464K	Buy	+4,607	New	+$463K	0.5%	30

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 $683M AUM 22.58% 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

Precision Wealth Strategies's BILZ Position: Q1 2026 in Review

Precision Wealth Strategies increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 32% in Q1 2026, buying an estimated $571K and bringing the position to 23,470 shares worth $2.37M. The position accounts for 0.79% of the portfolio, ranked #34.

Precision Wealth Strategies first reported a position in BILZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.56M in Q2 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

Precision Wealth Strategies held 23,470 shares of PIMCO Ultra Short Government Active ETF worth $2.37M as of Q1 2026.
Precision Wealth Strategies bought 5,657 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $571K.
PIMCO Ultra Short Government Active ETF made up 0.79% of Precision Wealth Strategies's portfolio in Q1 2026, its #34 holding.
Precision Wealth Strategies first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2023 and has held it in 11 quarters since.
Precision Wealth Strategies's PIMCO Ultra Short Government Active ETF position peaked at $3.56M in Q2 2025.
114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.