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

SFG 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 		$3.73M Buy
36,999
+1,919
+5% +$193K 1.34% 12
2026
Q1 		$3.54M Buy
+35,080
New +$3.54M 1.46% 11

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

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

SFG Wealth Management increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 5.5% in Q2 2026, buying an estimated $193K and bringing the position to 36,999 shares worth $3.73M. The position accounts for 1.34% of the portfolio, ranked #12.

SFG Wealth Management first reported a position in BILZ in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • SFG Wealth Management held 36,999 shares of PIMCO Ultra Short Government Active ETF worth $3.73M as of Q2 2026.
  • SFG Wealth Management bought 1,919 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $193K.
  • PIMCO Ultra Short Government Active ETF made up 1.34% of SFG Wealth Management's portfolio in Q2 2026, its #12 holding.
  • SFG Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.