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 Q2	$245K	Sell	2,425 -797	-25%	-$80.3K	0.01%	596
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

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 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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Visionary Wealth Advisors's BILZ Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 25% in Q2 2026, selling an estimated $80.3K and leaving 2,425 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #596.

Visionary Wealth Advisors first reported a position in BILZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q3 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Visionary Wealth Advisors held 2,425 shares of PIMCO Ultra Short Government Active ETF worth $245K as of Q2 2026.
Visionary Wealth Advisors sold 797 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $80.3K.
PIMCO Ultra Short Government Active ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #596 holding.
Visionary Wealth Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and has held it in 7 quarters since.
Visionary Wealth Advisors's PIMCO Ultra Short Government Active ETF position peaked at $435K in Q3 2025.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.