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BILZ icon

Transce3nd’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Transce3nd’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
Q3 		– Sell
-430
Closed -$43.5K – 254
2025
Q2 		$43.5K Buy
430
+303
+239% +$30.6K 0.02% 308
2025
Q1 		$12.9K Sell
127
-336
-73% -$33.9K 0.01% 519
2024
Q4 		$46.7K Buy
+463
New +$46.8K 0.02% 388

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
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return