Q1WB
BILZ icon

Quest 10 Wealth Builders’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Quest 10 Wealth Builders’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 		$689K Buy
6,826
+4,412
+183% +$445K 0.54% 46
2026
Q1 		$244K Sell
2,414
-1,836
-43% -$185K 0.21% 86
2025
Q4 		$428K Sell
4,250
-1,170
-22% -$118K 0.38% 66
2025
Q3 		$548K Buy
5,420
+1,587
+41% +$160K 0.51% 52
2025
Q2 		$388K Buy
3,833
+3,300
+619% +$333K 0.38% 64
2025
Q1 		$53.9K Sell
533
-870
-62% -$87.9K 0.06% 165
2024
Q4 		$141K Buy
+1,403
New +$142K 0.14% 110

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
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
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
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
SW
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

Quest 10 Wealth Builders's BILZ Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 183% in Q2 2026, buying an estimated $445K and bringing the position to 6,826 shares worth $689K. The position accounts for 0.54% of the portfolio, ranked #46.

Quest 10 Wealth Builders first reported a position in BILZ in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Quest 10 Wealth Builders held 6,826 shares of PIMCO Ultra Short Government Active ETF worth $689K as of Q2 2026.
  • Quest 10 Wealth Builders bought 4,412 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $445K.
  • PIMCO Ultra Short Government Active ETF made up 0.54% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #46 holding.
  • Quest 10 Wealth Builders first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.