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- Upturn Summary
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Upturn AI Summary
PIMCO Ultra Short Government Active Exchange-Traded Fund(BILZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BILZ
10/13/2026: BILZ (1-star) is currently NOT-A-BUY. Pass it for now.
BILZ provides active exposure to ultra-short-term U.S. government securities, aiming for income and capital preservation. Its primary strength lies in PIMCO's active management expertise, which aims to provide a competitive edge in a highly commoditized market. It serves as an excellent tool for cash management, though it carries a higher expense ratio than passive counterparts. Investors should monitor interest rate trends, as the fund's yield is closely tied to Federal Reserve policy. It is best suited for conservative, risk-averse investors looking for liquidity.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for stability and income, not capital appreciation through growth. |
| Momentum investor | Weak fit | The fund lacks the volatility required for typical momentum strategies. |
| Value investor | Mixed fit | It offers a stable yield but does not offer the valuation upside typically sought by value investors. |
| Dividend/Income investor | Strong fit | It provides a steady, income-focused return profile suitable for income-seeking portfolios. |
| Low-risk investor | Strong fit | The focus on short-duration U.S. government debt makes it highly suitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
Conservative investors, corporations, or individuals needing a cash-management tool.
Suitability
Best for investors seeking a safe, liquid parking spot for capital for the short term.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The short duration of holdings limits price swings. |
| Market risk | Low | While interest rate shifts can affect returns, the impact is mitigated by short maturities. |
| Concentration | Low | The fund invests in high-quality, widely held U.S. government securities. |
| Tracking/expense | Low | The active management strategy carries a predictable expense ratio. |
| Liquidity | Low | The underlying treasury market is one of the most liquid markets in the world. |
| Business/sector quality | Low | U.S. government obligations have the highest credit quality. |
Risk Analysis
Volatility
Extremely low volatility due to the short duration of the underlying debt securities.
Market Risk
Primarily sensitive to changes in the federal funds rate and broader interest rate environment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bills and Notes | 95 | These high-quality government securities provide the foundation for the fund's income and stability goals. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained to ensure liquidity for daily trading and fund operations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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