BILZ — PIMCO ETF TR

Ownership history in ACCESS FINANCIAL SERVICES, INC.  ·  5 quarters on record

This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in PIMCO ETF TR (BILZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.48% (2025 Q2)
Avg. % of fund
8.74%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 145,942 -7,286 -4.8% 5.35% $14.7M $100.14
2025 Q3 REDUCED 153,228 -225,282 -59.5% 5.62% $15.5M $99.14
2025 Q2 ADDED 378,510 +78,908 +26.3% 14.48% $38.3M $98.07
2025 Q1 ADDED 299,602 +164,584 +121.9% 12.20% $30.3M $97.06
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BILZ price (monthly, adj. close)

Other funds also holding BILZ

As of 2025 Q4 — sorted by position size

Beacon Capital Management, LLC 3Y 9.31% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 8.42% Mid-American Wealth Advisory Group, Inc. 3Y 5.46% FSR Wealth Management Ltd. 4.26% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.99% Authentikos Wealth Advisory, LLC 3.09% Integrated Wealth Management 2.35% Kooman & Associates 3Y 2.02% Bridgewealth Advisory Group, LLC 3Y 1.74% Lloyd Advisory Services, LLC. 3Y 1.53%
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