Summit Financial Wealth Advisors LLC Grows Holdings in PIMCO Ultra Short Government Active ETF $BILZ

Summit Financial Wealth Advisors LLC lifted its holdings in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ) by 32.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 276,822 shares of the company’s stock after purchasing an additional 67,434 shares during the period. PIMCO Ultra Short Government Active ETF comprises about 4.0% of Summit Financial Wealth Advisors LLC’s investment portfolio, making the stock its 5th biggest position. Summit Financial Wealth Advisors LLC owned 2.85% of PIMCO Ultra Short Government Active ETF worth $27,894,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Decker Retirement Planning Inc. grew its holdings in shares of PIMCO Ultra Short Government Active ETF by 128.0% during the 3rd quarter. Decker Retirement Planning Inc. now owns 269 shares of the company’s stock valued at $27,000 after purchasing an additional 151 shares during the last quarter. Trust Co. of Vermont bought a new position in shares of PIMCO Ultra Short Government Active ETF during the 3rd quarter valued at $58,000. CWM LLC grew its holdings in shares of PIMCO Ultra Short Government Active ETF by 185.0% during the 3rd quarter. CWM LLC now owns 1,408 shares of the company’s stock valued at $142,000 after purchasing an additional 914 shares during the last quarter. Golden Reserve Retirement LLC bought a new position in shares of PIMCO Ultra Short Government Active ETF during the 3rd quarter valued at $206,000. Finally, Orion Porfolio Solutions LLC bought a new position in shares of PIMCO Ultra Short Government Active ETF during the 3rd quarter valued at $230,000.

PIMCO Ultra Short Government Active ETF Price Performance

BILZ stock opened at $100.86 on Tuesday. PIMCO Ultra Short Government Active ETF has a 52 week low of $100.67 and a 52 week high of $101.27. The firm’s fifty day moving average is $100.83 and its 200 day moving average is $100.89.

PIMCO Ultra Short Government Active ETF Profile

The PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that invests in treasury bills and notes, repurchase agreements, and cash collateralized by the US government. Securities selected have a maximum maturity of six months. BILZ was launched on Jun 21, 2023 and is managed by PIMCO.