Summit Financial Wealth Advisors, LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1632283
Lafayette, LA
Position in BILZ
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$30,580,480
+$2,686,512 QoQ
Shares Held
302,867
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BILZ Over Time
Shares Held
Position Value (USD)
All Filings in BILZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,580,480 | 302,867 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $27,893,968 | 276,822 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $21,187,971 | 209,388 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $6,258,815 | 61,846 | Shares | Sole | 2025-09-29 | |
| No filing history on record for this holder in this stock. | ||||||