SWM
BILZ icon

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

Silverlake 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 		$988K Sell
9,792
-1,500
-13% -$151K 0.19% 151
2026
Q1 		$1.14M Buy
11,292
+5,311
+89% +$536K 0.24% 127
2025
Q4 		$603K Buy
+5,981
New +$604K 0.13% 172

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 $123B AUM 45.23% 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

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

Silverlake Wealth Management reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 13% in Q2 2026, selling an estimated $151K and leaving 9,792 shares worth $988K. The position accounts for 0.19% of the portfolio, ranked #151.

Silverlake Wealth Management first reported a position in BILZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Silverlake Wealth Management held 9,792 shares of PIMCO Ultra Short Government Active ETF worth $988K as of Q2 2026.
  • Silverlake Wealth Management sold 1,500 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $151K.
  • PIMCO Ultra Short Government Active ETF made up 0.19% of Silverlake Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Silverlake Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Silverlake Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $1.14M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.