BILZ — PIMCO ETF TR

Ownership history in Integrated Wealth Management  ·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Wealth Management 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
2.35% (2025 Q4)
Avg. % of fund
2.35%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 20,759 — — 2.35% $2.1M $100.14
% 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% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 5.35% FSR Wealth Management Ltd. 4.26% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.99% Authentikos Wealth Advisory, LLC 3.09% Kooman & Associates 3Y 2.02% Bridgewealth Advisory Group, LLC 3Y 1.74% Lloyd Advisory Services, LLC. 3Y 1.53%
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