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United Capital Financial Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

United Capital Financial Advisors’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 		$298K Sell
2,953
-47
-2% -$4.74K ﹤0.01% 1348
2025
Q4 		$302K Sell
3,000
-23
-0.8% -$2.32K ﹤0.01% 1165
2025
Q3 		$306K Buy
3,023
+23
+0.8% +$2.32K ﹤0.01% 1011
2025
Q2 		$304K Buy
+3,000
New +$303K ﹤0.01% 918

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

United Capital Financial Advisors's BILZ Position: Q1 2026 in Review

United Capital Financial Advisors reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 1.6% in Q1 2026, selling an estimated $4.74K and leaving 2,953 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

United Capital Financial Advisors first reported a position in BILZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $306K in Q3 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • United Capital Financial Advisors held 2,953 shares of PIMCO Ultra Short Government Active ETF worth $298K as of Q1 2026.
  • United Capital Financial Advisors sold 47 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $4.74K.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1348 holding.
  • United Capital Financial Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's PIMCO Ultra Short Government Active ETF position peaked at $306K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.