Number of Shares
378,510.00
Current Holdings Value*
$38.31 Mil
% of Portfolio
14.48%
Total Estimate Gain
$15,997.16
% of Total Estimate Gain
0.04%

ACCESS FINANCIAL SERVICES, INC.'s PIMCO Ultra Short Government Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 378,510.00 shares of PIMCO Ultra Short Government Active Exchange-Traded Fund(BILZ), totaling $38.31 Mil. This investment constitutes 14.48% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 4.63% of the outstanding PIMCO Ultra Short Government Active Exchange-Traded Fund(BILZ) stock.

The initial trade took place in 2024Q4. And since then ACCESS FINANCIAL SERVICES, INC. has made 3 purchases of BILZ, at an average price of $101.04, for a total of 378,510.00 shares. Based on historical transaction data and BILZ's current price of $101.08, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his BILZ holdings is $15,997.16, reflecting a 0.04% gain to date.

ACCESS FINANCIAL SERVICES, INC. BILZ ($101.08) Holding Chart

ACCESS FINANCIAL SERVICES, INC. BILZ ($101.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1