BILZ β€” PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND

Ownership history in Holos Integrated Wealth LLC  Β·  1 quarter on record

AI Ownership Summary

Holos Integrated Wealth LLC reported PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND (BILZ) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows BILZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BILZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Holos Integrated Wealth LLC's position in PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BILZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Holos Integrated Wealth LLC held BILZ β€” position size vs. price
% of Fund (quarterly)    BILZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 15 β€” β€” 0.00% $2K 2026-04-08 $100.74

🏒 Other funds also holding BILZ

As of 2026 Q1 β€” sorted by position size

TOUNJIAN ADVISORY PARTNERS, LLC 0.16% Farther Finance Advisors, LLC 0.03% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Holos Integrated Wealth LLC and BILZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Holos Integrated Wealth LLC reported owning BILZ?

Holos Integrated Wealth LLC reported BILZ across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BILZ position in Holos Integrated Wealth LLC's portfolio?

The largest reported portfolio weight for BILZ was 0.00% in 2026 Q1.

What is the latest reported BILZ position on this page?

The most recent filing on this page is 2026 Q1, when Holos Integrated Wealth LLC reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this BILZ ownership page compare?

The chart compares Holos Integrated Wealth LLC's quarterly BILZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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