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Watts Gwilliam & Co’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$448K Hold
4,427
– – 0.07% 146
2025
Q2 		$447K Buy
+4,427
New +$447K 0.07% 144

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Watts Gwilliam & Co's BILZ Position: Q3 2025 in Review

Watts Gwilliam & Co held its PIMCO Ultra Short Government Active ETF (BILZ) position steady in Q3 2025 at 4,427 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #146.

Watts Gwilliam & Co first reported a position in BILZ in Q2 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold BILZ as of Q3 2025.

  • Watts Gwilliam & Co held 4,427 shares of PIMCO Ultra Short Government Active ETF worth $448K as of Q3 2025.
  • Watts Gwilliam & Co left its PIMCO Ultra Short Government Active ETF share count unchanged in Q3 2025.
  • PIMCO Ultra Short Government Active ETF made up 0.07% of Watts Gwilliam & Co's portfolio in Q3 2025, its #146 holding.
  • Watts Gwilliam & Co first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.