Summit Financial Wealth Advisors LLC Increases Stake in PIMCO Ultra Short Government Active ETF $BILZ

Summit Financial Wealth Advisors LLC boosted its position in PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ) by 32.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 276,822 shares of the company’s stock after acquiring an additional 67,434 shares during the period. PIMCO Ultra Short Government Active ETF accounts for 4.0% of Summit Financial Wealth Advisors LLC’s holdings, making the stock its 5th largest holding. Summit Financial Wealth Advisors LLC’s holdings in PIMCO Ultra Short Government Active ETF were worth $27,894,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Decker Retirement Planning Inc. grew its holdings in PIMCO Ultra Short Government Active ETF by 128.0% in the 3rd quarter. Decker Retirement Planning Inc. now owns 269 shares of the company’s stock worth $27,000 after acquiring an additional 151 shares during the last quarter. Trust Co. of Vermont bought a new stake in PIMCO Ultra Short Government Active ETF in the 3rd quarter worth $58,000. CWM LLC grew its holdings in PIMCO Ultra Short Government Active ETF by 185.0% in the 3rd quarter. CWM LLC now owns 1,408 shares of the company’s stock worth $142,000 after acquiring an additional 914 shares during the last quarter. Golden Reserve Retirement LLC bought a new stake in PIMCO Ultra Short Government Active ETF in the 3rd quarter worth $206,000. Finally, Orion Porfolio Solutions LLC bought a new stake in PIMCO Ultra Short Government Active ETF in the 3rd quarter worth $230,000.

PIMCO Ultra Short Government Active ETF Price Performance

Shares of PIMCO Ultra Short Government Active ETF stock opened at $100.86 on Tuesday. PIMCO Ultra Short Government Active ETF has a 12-month low of $100.67 and a 12-month high of $101.27. The company’s fifty day simple moving average is $100.83 and its two-hundred day simple 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.