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Steward Partners Investment Advisory’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-56
Closed -$5.67K – 4327
2025
Q3 		$5.67K Buy
+56
New +$5.66K ﹤0.01% 3620

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Steward Partners Investment Advisory's BILZ Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2025, closing a stake of 56 shares — an estimated $5.67K sold.

Steward Partners Investment Advisory first reported a position in BILZ in Q3 2025 and held it in 1 quarter. The position peaked at $5.67K in Q3 2025. 97 funds tracked by Wall St. Rank hold BILZ as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 56 PIMCO Ultra Short Government Active ETF shares in Q4 2025, an estimated $5.67K.
  • Steward Partners Investment Advisory first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's PIMCO Ultra Short Government Active ETF position peaked at $5.67K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.