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BILZBILZ
12 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in PIMCO ETF TR

AE Wealth Management LLC holds 1.4M shares of BILZ (PIMCO ETF TR), worth $141.2M as of 2026-Q2. The position was increased (+79.2% shares). BILZ represents 0.7% of AE Wealth Management LLC's portfolio.

Current Value

$141.2M

Current Shares

1.4M

Total Value Change

+$140.7M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+79.2%
$141.2M0.7%$100.31
65
2026-Q1
Decreased
781,091
-22.1%
$78.9M0.4%$99.43
0
2025-Q4
Decreased
1M
-15.5%
$101.1M0.6%$98.61
0
2025-Q3
Decreased
1.2M
-13.0%
$120.2M0.8%$97.62
0
2025-Q2
Increased
1.4M
+55.0%
$138.2M1.0%$96.58
67
2025-Q1
Decreased
880,921
-5.5%
$89.1M0.7%$95.58
0
2024-Q4
Increased
932,330
+62.6%
$94M0.8%$94.63
61
2024-Q3
Decreased
573,254
-44.8%
$58M0.5%$93.54
0
2024-Q2
Increased
1M
+38.8%
$105M1.1%$92.23
62
2024-Q1
Decreased
748,464
-41.2%
$75.7M0.9%$91.08
0
2023-Q4
Increased
1.3M
+254x
$128.5M0.7%$89.90
69
2023-Q3
New
4,998
-
$503,2550.0%$88.67
33

Other major holders of BILZ: Allianz Asset Management GmbH

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