Steward Partners Investment Advisory
BILZ icon

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
2026
Q2 		$5.55K Buy
+55
New +$5.54K ﹤0.01% 3931
2025
Q4 		– Sell
-56
Closed -$5.67K – 4327
2025
Q3 		$5.67K Buy
+56
New +$5.66K ﹤0.01% 3620

Other funds holding BILZ

AE Wealth Management
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 $123B AUM 45.23% 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 $807M AUM 19.93% 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 $323M AUM 13.82% 1-Year Est. Return

Steward Partners Investment Advisory's BILZ Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 55 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #3931 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in BILZ as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in BILZ in Q3 2025 and has held it in 2 quarters since. The position peaked at $5.67K in Q3 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Steward Partners Investment Advisory held 55 shares of PIMCO Ultra Short Government Active ETF worth $5.55K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3931 holding.
  • Steward Partners Investment Advisory first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's PIMCO Ultra Short Government Active ETF position peaked at $5.67K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.