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Vermillion & White Wealth Management Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Vermillion & White Wealth Management 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
-96
Closed -$9.67K – 116
2025
Q4 		$9.67K Hold
96
– – 0.01% 319
2025
Q3 		$9.71K Buy
+96
New +$9.7K 0.01% 319

Other funds holding BILZ

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Vermillion & White Wealth Management Group's BILZ Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q1 2026, closing a stake of 96 shares — an estimated $9.67K sold.

Vermillion & White Wealth Management Group first reported a position in BILZ in Q3 2025 and held it in 2 quarters. The position peaked at $9.71K in Q3 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining PIMCO Ultra Short Government Active ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 96 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $9.67K.
  • Vermillion & White Wealth Management Group first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's PIMCO Ultra Short Government Active ETF position peaked at $9.71K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.