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

Tounjian Advisory 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	$1.66M	Buy	16,421 +12,085	+279%	+$1.22M	0.71%	35
2026 Q1	$438K	Sell	4,336 -416	-9%	-$42K	0.16%	124
2025 Q4	$479K	Sell	4,752 -794	-14%	-$80.1K	0.16%	128
2025 Q3	$561K	Sell	5,546 -25,066	-82%	-$2.53M	0.19%	123
2025 Q2	$3.1M	Sell	30,612 -9,508	-24%	-$961K	0.6%	45
2025 Q1	$4.06M	Buy	+40,120	New	+$4.05M	0.76%	33

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 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 Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

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

Tounjian Advisory Partners's BILZ Position: Q2 2026 in Review

Tounjian Advisory Partners increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 279% in Q2 2026, buying an estimated $1.22M and bringing the position to 16,421 shares worth $1.66M. The position accounts for 0.71% of the portfolio, ranked #35.

Tounjian Advisory Partners first reported a position in BILZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.06M in Q1 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Tounjian Advisory Partners held 16,421 shares of PIMCO Ultra Short Government Active ETF worth $1.66M as of Q2 2026.
Tounjian Advisory Partners bought 12,085 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $1.22M.
PIMCO Ultra Short Government Active ETF made up 0.71% of Tounjian Advisory Partners's portfolio in Q2 2026, its #35 holding.
Tounjian Advisory Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's PIMCO Ultra Short Government Active ETF position peaked at $4.06M in Q1 2025.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.