Richmond Brothers’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Richmond Brothers’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	$1.1M	Buy	+10,897	New	+$1.1M	0.57%	58

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 $112B AUM 36.28% 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

Richmond Brothers's BILZ Position: Q2 2026 in Review

Richmond Brothers opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 10,897 shares worth $1.1M. The stake represents 0.57% of the portfolio and ranks #58 among its holdings.

122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Richmond Brothers held 10,897 shares of PIMCO Ultra Short Government Active ETF worth $1.1M as of Q2 2026.
PIMCO Ultra Short Government Active ETF was a new Richmond Brothers position in Q2 2026.
PIMCO Ultra Short Government Active ETF made up 0.57% of Richmond Brothers's portfolio in Q2 2026, its #58 holding.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.