Walled Lake Planning & Wealth Management LLC Purchases 9,253 Shares of PIMCO Ultra Short Government Active ETF $BILZ

Walled Lake Planning & Wealth Management LLC lifted its position in PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ) by 3.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 293,842 shares of the company’s stock after buying an additional 9,253 shares during the period. PIMCO Ultra Short Government Active ETF accounts for 7.1% of Walled Lake Planning & Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. Walled Lake Planning & Wealth Management LLC’s holdings in PIMCO Ultra Short Government Active ETF were worth $29,652,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Root Financial Partners LLC purchased a new stake in PIMCO Ultra Short Government Active ETF in the first quarter worth about $45,000. Latitude Advisors LLC purchased a new position in PIMCO Ultra Short Government Active ETF during the 3rd quarter valued at about $68,000. Bangor Savings Bank purchased a new position in PIMCO Ultra Short Government Active ETF during the 3rd quarter valued at about $212,000. Contango Wealth Management LLC bought a new stake in shares of PIMCO Ultra Short Government Active ETF in the 1st quarter valued at about $233,000. Finally, Security Financial Services INC. raised its holdings in shares of PIMCO Ultra Short Government Active ETF by 5.3% in the 1st quarter. Security Financial Services INC. now owns 2,461 shares of the company’s stock valued at $248,000 after purchasing an additional 124 shares in the last quarter.

PIMCO Ultra Short Government Active ETF Price Performance

Shares of BILZ opened at $100.97 on Monday. The company has a 50 day moving average price of $100.80 and a 200-day moving average price of $100.82. PIMCO Ultra Short Government Active ETF has a fifty-two week low of $100.60 and a fifty-two week high of $101.17.

PIMCO Ultra Short Government Active ETF Company 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.