Walled Lake Planning & Wealth Management LLC Grows Stock Holdings in PIMCO Ultra Short Government Active ETF $BILZ

Walled Lake Planning & Wealth Management LLC grew its stake in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ) by 9.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 251,056 shares of the company’s stock after acquiring an additional 22,660 shares during the period. PIMCO Ultra Short Government Active ETF comprises about 8.3% of Walled Lake Planning & Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Walled Lake Planning & Wealth Management LLC’s holdings in PIMCO Ultra Short Government Active ETF were worth $25,404,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of BILZ. Decker Retirement Planning Inc. increased its stake 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 valued at $27,000 after buying an additional 151 shares during the period. Transce3nd LLC boosted its stake in shares of PIMCO Ultra Short Government Active ETF by 238.6% during the 2nd quarter. Transce3nd LLC now owns 430 shares of the company’s stock valued at $44,000 after buying an additional 303 shares during the period. Trust Co. of Vermont purchased a new position in shares of PIMCO Ultra Short Government Active ETF during the 3rd quarter valued at $58,000. CWM LLC increased its stake in shares of PIMCO Ultra Short Government Active ETF by 185.0% in the third 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. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of PIMCO Ultra Short Government Active ETF during the second quarter worth $158,000.

PIMCO Ultra Short Government Active ETF Stock Performance

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

PIMCO Ultra Short Government Active ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were paid a $0.31 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 3.7%.

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.