UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1463217
IRVING, TX
Position in BILZ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$255,151
-$43,013 QoQ
Shares Held
2,528
-14.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 79 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,151 | 2,528 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $298,164 | 2,953 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $302,295 | 3,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $305,897 | 3,023 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $303,600 | 3,000 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||