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Root Financial Partners’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Root Financial Partners’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 		– Sell
-450
Closed -$45.4K – 748
2026
Q1 		$45.4K Buy
+450
New +$45.4K ﹤0.01% 912

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AFS
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MAWAG
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BAG
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KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Root Financial Partners's BILZ Position: Q2 2026 in Review

Root Financial Partners sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026, closing a stake of 450 shares — an estimated $45.4K sold.

Root Financial Partners first reported a position in BILZ in Q1 2026 and held it in 1 quarter. The position peaked at $45.4K in Q1 2026. 41 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Root Financial Partners reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 450 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $45.4K.
  • Root Financial Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's PIMCO Ultra Short Government Active ETF position peaked at $45.4K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.