UBS Group
BILZ icon

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

UBS Group’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
Q1 		– Sell
-85
Closed -$8.56K – 10507
2025
Q4 		$8.56K Sell
85
-3
-3% -$303 ﹤0.01% 8353
2025
Q3 		$8.9K Sell
88
-6,417
-99% -$648K ﹤0.01% 8632
2025
Q2 		$658K Sell
6,505
-7,042
-52% -$712K ﹤0.01% 5785
2025
Q1 		$1.37M Buy
13,547
+12,672
+1,448% +$1.28M ﹤0.01% 5022
2024
Q4 		$88.2K Sell
875
-180
-17% -$18.2K ﹤0.01% 6955
2024
Q3 		$107K Buy
1,055
+784
+289% +$79.2K ﹤0.01% 6310
2024
Q2 		$27.4K Buy
+271
New +$27.4K ﹤0.01% 7112

Other funds holding BILZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return