RWM
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Rialto Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Rialto Wealth Management’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 		$177K Hold
1,753
– – 0.04% 180
2026
Q1 		$177K Sell
1,753
-4
-0.2% -$403 0.04% 164
2025
Q4 		$177K Sell
1,757
-1,021
-37% -$103K 0.04% 164
2025
Q3 		$281K Hold
2,778
– – 0.07% 130
2025
Q2 		$281K Buy
2,778
+2,244
+420% +$227K 0.08% 127
2025
Q1 		$54K Hold
534
– – 0.02% 257
2024
Q4 		$53.8K Buy
+534
New +$54K 0.02% 261

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

Rialto Wealth Management's BILZ Position: Q2 2026 in Review

Rialto Wealth Management held its PIMCO Ultra Short Government Active ETF (BILZ) position steady in Q2 2026 at 1,753 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #180.

Rialto Wealth Management first reported a position in BILZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q2 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Rialto Wealth Management held 1,753 shares of PIMCO Ultra Short Government Active ETF worth $177K as of Q2 2026.
  • Rialto Wealth Management left its PIMCO Ultra Short Government Active ETF share count unchanged in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.04% of Rialto Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Rialto Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $281K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.