Integrated Wealth Concepts LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1737109
WALTHAM, MA
Position in BILZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,202,508
+$1,226,526 QoQ
Shares Held
31,730
+62.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 51 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,202,508 | 31,730 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,975,982 | 19,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,957,158 | 19,423 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,404,274 | 23,760 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,210,021 | 41,601 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,165,115 | 11,513 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $950,329 | 9,426 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,939,125 | 29,037 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $930,928 | 9,208 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $446,678 | 4,416 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||