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 Q2	$1.7M	Sell	16,857 -6,613	-28%	-$667K	0.51%	40
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Precision Wealth Strategies's BILZ Position: Q2 2026 in Review

Precision Wealth Strategies reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 28% in Q2 2026, selling an estimated $667K and leaving 16,857 shares worth $1.7M. The position accounts for 0.51% of the portfolio, ranked #40.

Precision Wealth Strategies first reported a position in BILZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.56M in Q2 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Precision Wealth Strategies held 16,857 shares of PIMCO Ultra Short Government Active ETF worth $1.7M as of Q2 2026.
Precision Wealth Strategies sold 6,613 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $667K.
PIMCO Ultra Short Government Active ETF made up 0.51% of Precision Wealth Strategies's portfolio in Q2 2026, its #40 holding.
Precision Wealth Strategies first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2023 and has held it in 12 quarters since.
Precision Wealth Strategies's PIMCO Ultra Short Government Active ETF position peaked at $3.56M in Q2 2025.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.