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Sound Income Strategies’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Sound Income Strategies’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
-2
Closed -$201 – 687
2026
Q1 		$201 Buy
+2
New +$202 ﹤0.01% 2467
2025
Q2 		– Sell
-285
Closed -$28.8K – 1620
2025
Q1 		$28.8K Hold
285
– – ﹤0.01% 637
2024
Q4 		$28.7K Buy
+285
New +$28.8K ﹤0.01% 604

Other funds holding BILZ

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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 $396M AUM 17.09% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
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

Sound Income Strategies's BILZ Position: Q2 2026 in Review

Sound Income Strategies sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026, closing a stake of 2 shares — an estimated $201 sold.

Sound Income Strategies first reported a position in BILZ in Q4 2024 and held it in 3 quarters. The position peaked at $28.8K in Q1 2025. 41 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Sound Income Strategies reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $201.
  • Sound Income Strategies first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and held it in 3 quarters.
  • Sound Income Strategies's PIMCO Ultra Short Government Active ETF position peaked at $28.8K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.