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BILZBILZ
10 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in PIMCO ETF TR

Integrated Wealth Concepts LLC holds 31,730 shares of BILZ (PIMCO ETF TR), worth $3.2M as of 2026-Q2. The position was increased (+62.1% shares). BILZ represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3.2M

Current Shares

31,730

Total Value Change

+$2.8M

Total Shares Change

+27,314

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
31,730
+62.1%
$3.2M0.0%$100.31
38
2026-Q1
Increased
19,570
+0.8%
$2M0.0%$99.43
26
2025-Q4
Decreased
19,423
-18.3%
$2M0.0%$98.61
0
2025-Q3
Decreased
23,760
-42.9%
$2.4M0.0%$97.62
0
2025-Q2
Increased
41,601
+261.3%
$4.2M0.0%$96.58
43
2025-Q1
Increased
11,513
+22.1%
$1.2M0.0%$95.58
30
2024-Q4
Decreased
9,426
-67.5%
$950,3110.0%$94.63
0
2024-Q3
Increased
29,037
+215.3%
$2.9M0.0%$93.54
42
2024-Q2
Increased
9,208
+108.5%
$930,8860.0%$92.23
40
2024-Q1
New
4,416
-
$446,6790.0%$91.08
33

Other major holders of BILZ: AE Wealth Management LLC

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