TWP
BILZ icon

Triad Wealth Partners’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Triad Wealth 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 		– Sell
-2,238
Closed -$226K – 562
2026
Q1 		$226K Buy
+2,238
New +$226K 0.02% 451

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

Triad Wealth Partners's BILZ Position: Q2 2026 in Review

Triad Wealth Partners sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026, closing a stake of 2,238 shares — an estimated $226K sold.

Triad Wealth Partners first reported a position in BILZ in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Triad Wealth Partners reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 2,238 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $226K.
  • Triad Wealth Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and held it in 1 quarter.
  • Triad Wealth Partners's PIMCO Ultra Short Government Active ETF position peaked at $226K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.