PIMCO Ultra Short Government Active ETF $BILZ Shares Purchased by Walled Lake Planning & Wealth Management LLC

Walled Lake Planning & Wealth Management LLC boosted its holdings in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ) by 9.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 251,056 shares of the company’s stock after purchasing an additional 22,660 shares during the quarter. PIMCO Ultra Short Government Active ETF makes up approximately 8.3% of Walled Lake Planning & Wealth Management LLC’s holdings, making the stock its 2nd largest holding. Walled Lake Planning & Wealth Management LLC owned about 2.85% of PIMCO Ultra Short Government Active ETF worth $25,404,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. AE Wealth Management LLC raised its position in shares of PIMCO Ultra Short Government Active ETF by 55.0% during the 2nd quarter. AE Wealth Management LLC now owns 1,365,151 shares of the company’s stock worth $138,153,000 after purchasing an additional 484,230 shares during the period. Allianz Asset Management GmbH increased its position in PIMCO Ultra Short Government Active ETF by 48.5% in the third quarter. Allianz Asset Management GmbH now owns 803,924 shares of the company’s stock worth $81,349,000 after buying an additional 262,404 shares during the period. Captrust Financial Advisors lifted its stake in PIMCO Ultra Short Government Active ETF by 67.7% in the second quarter. Captrust Financial Advisors now owns 438,843 shares of the company’s stock valued at $44,411,000 after buying an additional 177,153 shares during the last quarter. Summit Financial Wealth Advisors LLC boosted its holdings in shares of PIMCO Ultra Short Government Active ETF by 238.6% during the third quarter. Summit Financial Wealth Advisors LLC now owns 209,388 shares of the company’s stock valued at $21,108,000 after acquiring an additional 147,542 shares during the period. Finally, Thrivent Financial for Lutherans bought a new position in shares of PIMCO Ultra Short Government Active ETF during the third quarter worth about $8,466,000.

PIMCO Ultra Short Government Active ETF Trading Up 0.0%

Shares of NYSEARCA:BILZ opened at $100.71 on Friday. The company’s 50-day moving average price is $100.88 and its 200 day moving average price is $100.95. PIMCO Ultra Short Government Active ETF has a fifty-two week low of $100.69 and a fifty-two week high of $101.27.

PIMCO Ultra Short Government Active ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, March 2nd were given a dividend of $0.31 per share. The ex-dividend date was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 3.7%.

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.