SCA
BILZ icon

Snowden Capital Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Snowden Capital Advisors’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
Q1 		$1.14M Sell
11,339
-1,458
-11% -$147K 0.03% 488
2025
Q4 		$1.29M Hold
12,797
– – 0.03% 444
2025
Q3 		$1.29M Sell
12,797
-1,991
-13% -$201K 0.04% 439
2025
Q2 		$1.5M Sell
14,788
-693
-4% -$70K 0.04% 393
2025
Q1 		$1.57M Hold
15,481
– – 0.05% 358
2024
Q4 		$1.57M Hold
15,481
– – 0.05% 369
2024
Q3 		$1.57M Hold
15,481
– – 0.05% 385
2024
Q2 		$1.57M Sell
15,481
-766
-5% -$77.3K 0.05% 378
2024
Q1 		$1.64M Buy
16,247
+794
+5% +$80.1K 0.05% 365
2023
Q4 		$1.56M Buy
15,453
+2,983
+24% +$300K 0.06% 333
2023
Q3 		$1.26M Buy
+12,470
New +$1.25M 0.05% 355

Other funds holding BILZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return