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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
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

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

Southland Equity Partners's BILZ Position: Q2 2026 in Review

Southland Equity Partners increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 8.2% in Q2 2026, buying an estimated $283K and bringing the position to 37,076 shares worth $3.74M. The position accounts for 0.66% of the portfolio, ranked #36.

Southland Equity Partners first reported a position in BILZ in Q4 2023 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Southland Equity Partners held 37,076 shares of PIMCO Ultra Short Government Active ETF worth $3.74M as of Q2 2026.
  • Southland Equity Partners bought 2,811 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $283K.
  • PIMCO Ultra Short Government Active ETF made up 0.66% of Southland Equity Partners's portfolio in Q2 2026, its #36 holding.
  • Southland Equity Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 10 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.