Number of Shares
29,355.00
Current Holdings Value*
$2.97 Mil
% of Portfolio
3.9%
Total Estimate Gain
$21,347.47
% of Total Estimate Gain
0.26%

Bridgewealth Advisory Group, LLC's PIMCO Ultra Short Government Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Bridgewealth Advisory Group, LLC held 29,355.00 shares of PIMCO Ultra Short Government Active Exchange-Traded Fund(BILZ), totaling $2.97 Mil. This investment constitutes 3.9% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.35% of the outstanding PIMCO Ultra Short Government Active Exchange-Traded Fund(BILZ) stock.

The initial trade took place in 2023Q3. And since then Bridgewealth Advisory Group, LLC has made 6 purchases of BILZ, at an average price of $100.79, for a total of 81,716.00 shares. In addition, there have been 1 sales at an average price of $101.03 for 52,361.00 shares. Based on historical transaction data and BILZ's current price of $101.08, Bridgewealth Advisory Group, LLC's estimated gain on his BILZ holdings is $21,347.47, reflecting a 0.26% gain to date.

Bridgewealth Advisory Group, LLC BILZ ($101.08) Holding Chart

Bridgewealth Advisory Group, LLC 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 %

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