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Williams & Novak’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Williams & Novak’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 		$771K Buy
7,641
+580
+8% +$58.5K 0.51% 54
2026
Q1 		$711K Buy
+7,061
New +$712K 0.53% 51

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
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
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
SW
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

Williams & Novak's BILZ Position: Q2 2026 in Review

Williams & Novak increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 8.2% in Q2 2026, buying an estimated $58.5K and bringing the position to 7,641 shares worth $771K. The position accounts for 0.51% of the portfolio, ranked #54.

Williams & Novak first reported a position in BILZ in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Williams & Novak held 7,641 shares of PIMCO Ultra Short Government Active ETF worth $771K as of Q2 2026.
  • Williams & Novak bought 580 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $58.5K.
  • PIMCO Ultra Short Government Active ETF made up 0.51% of Williams & Novak's portfolio in Q2 2026, its #54 holding.
  • Williams & Novak first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.