PIMCO Ultra Short Government Active ETF $BILZ Position Boosted by Summit Financial Wealth Advisors LLC

Summit Financial Wealth Advisors LLC increased its holdings in PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ) by 9.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 302,867 shares of the company’s stock after acquiring an additional 26,045 shares during the quarter. PIMCO Ultra Short Government Active ETF comprises approximately 4.3% of Summit Financial Wealth Advisors LLC’s portfolio, making the stock its 5th biggest position. Summit Financial Wealth Advisors LLC owned 3.50% of PIMCO Ultra Short Government Active ETF worth $30,580,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the stock. NewEdge Advisors LLC purchased a new position in PIMCO Ultra Short Government Active ETF during the 1st quarter valued at $38,000. Root Financial Partners LLC purchased a new stake in shares of PIMCO Ultra Short Government Active ETF in the 1st quarter worth about $45,000. Harbor Investment Advisory LLC purchased a new stake in shares of PIMCO Ultra Short Government Active ETF in the 1st quarter worth about $151,000. Wells Fargo & Company MN bought a new stake in shares of PIMCO Ultra Short Government Active ETF during the 4th quarter valued at about $207,000. Finally, Triad Wealth Partners LLC bought a new stake in shares of PIMCO Ultra Short Government Active ETF during the 1st quarter valued at about $226,000.

PIMCO Ultra Short Government Active ETF Trading Up 0.0%

Shares of NYSEARCA BILZ opened at $100.97 on Friday. PIMCO Ultra Short Government Active ETF has a 1 year low of $100.63 and a 1 year high of $101.25. The company’s 50-day moving average is $100.81 and its 200 day moving average is $100.83.

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.