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Visionary Wealth Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Visionary Wealth 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 		$325K Sell
3,222
-195
-6% -$19.7K 0.01% 508
2025
Q4 		$344K Sell
3,417
-883
-21% -$89.1K 0.02% 468
2025
Q3 		$435K Buy
4,300
+332
+8% +$33.5K 0.02% 416
2025
Q2 		$402K Buy
3,968
+278
+8% +$28.1K 0.02% 400
2025
Q1 		$373K Buy
3,690
+1,300
+54% +$131K 0.02% 392
2024
Q4 		$241K Buy
+2,390
New +$241K 0.01% 483

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 $396M AUM 17.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Visionary Wealth Advisors's BILZ Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 5.7% in Q1 2026, selling an estimated $19.7K and leaving 3,222 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #508.

Visionary Wealth Advisors first reported a position in BILZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $435K in Q3 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • Visionary Wealth Advisors held 3,222 shares of PIMCO Ultra Short Government Active ETF worth $325K as of Q1 2026.
  • Visionary Wealth Advisors sold 195 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $19.7K.
  • PIMCO Ultra Short Government Active ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #508 holding.
  • Visionary Wealth Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and has held it in 6 quarters since.
  • Visionary Wealth Advisors's PIMCO Ultra Short Government Active ETF position peaked at $435K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.