Southland Equity Partners’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Southland Equity 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 Q3	$4.84M	Buy	47,984 +10,908	+29%	+$1.1M	0.83%	26
2026 Q2	$3.74M	Buy	37,076 +2,811	+8%	+$283K	0.66%	36
2026 Q1	$3.46M	Buy	34,265 +12,643	+58%	+$1.28M	0.67%	37
2025 Q4	$2.18M	Sell	21,622 -1,399	-6%	-$141K	0.43%	52
2025 Q3	$2.33M	Buy	23,021 +245	+1%	+$24.8K	0.47%	51
2025 Q2	$2.3M	Buy	22,776 +18,614	+447%	+$1.88M	0.51%	44
2025 Q1	$421K	Buy	4,162 +188	+5%	+$19K	0.1%	140
2024 Q4	$401K	Sell	3,974 -554	-12%	-$56K	0.09%	142
2024 Q3	$458K	Buy	4,528 +1,365	+43%	+$138K	0.11%	126
2024 Q2	$320K	Buy	+3,163	New	+$319K	0.09%	143
2024 Q1	–	Sell	-2,456	Closed	-$247K	–	216
2023 Q4	$247K	Buy	+2,456	New	+$247K	0.08%	168

Other funds holding BILZ

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Southland Equity Partners's BILZ Position: Q3 2026 in Review

Southland Equity Partners increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 29% in Q3 2026, buying an estimated $1.1M and bringing the position to 47,984 shares worth $4.84M. The position accounts for 0.83% of the portfolio, ranked #26.

Southland Equity Partners first reported a position in BILZ in Q4 2023 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

Southland Equity Partners held 47,984 shares of PIMCO Ultra Short Government Active ETF worth $4.84M as of Q3 2026.
Southland Equity Partners bought 10,908 PIMCO Ultra Short Government Active ETF shares in Q3 2026, an estimated $1.1M.
PIMCO Ultra Short Government Active ETF made up 0.83% of Southland Equity Partners's portfolio in Q3 2026, its #26 holding.
Southland Equity Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 11 quarters since.
13 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.