SMART Wealth LLC Has $15.40 Million Holdings in PIMCO Ultra Short Government Active ETF $BILZ

SMART Wealth LLC raised its position in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ) by 728.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 152,564 shares of the company’s stock after buying an additional 134,147 shares during the period. PIMCO Ultra Short Government Active ETF comprises about 4.5% of SMART Wealth LLC’s investment portfolio, making the stock its biggest holding. SMART Wealth LLC owned approximately 1.71% of PIMCO Ultra Short Government Active ETF worth $15,404,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in BILZ. Boomfish Wealth Group LLC increased its position in shares of PIMCO Ultra Short Government Active ETF by 37.9% in the first quarter. Boomfish Wealth Group LLC now owns 20,496 shares of the company’s stock valued at $2,069,000 after acquiring an additional 5,638 shares during the period. Apella Capital LLC bought a new position in shares of PIMCO Ultra Short Government Active ETF during the first quarter valued at about $1,379,000. Triad Wealth Partners LLC purchased a new stake in shares of PIMCO Ultra Short Government Active ETF during the first quarter worth about $226,000. Old North State Trust LLC purchased a new stake in shares of PIMCO Ultra Short Government Active ETF during the fourth quarter worth about $272,000. Finally, Equitable Holdings Inc. bought a new stake in shares of PIMCO Ultra Short Government Active ETF in the fourth quarter worth about $374,000.

PIMCO Ultra Short Government Active ETF Price Performance

NYSEARCA BILZ opened at $100.93 on Wednesday. PIMCO Ultra Short Government Active ETF has a 1 year low of $100.65 and a 1 year high of $101.25. The business’s 50-day moving average is $100.83 and its 200 day moving average is $100.85.

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.