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Sandy Spring Bank’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Sandy Spring Bank’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$9.92K Hold
98
– – ﹤0.01% 840
2024
Q4 		$9.88K Buy
+98
New +$9.9K ﹤0.01% 856

Other funds holding BILZ

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sandy Spring Bank's BILZ Position: Q1 2025 in Review

Sandy Spring Bank held its PIMCO Ultra Short Government Active ETF (BILZ) position steady in Q1 2025 at 98 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Sandy Spring Bank first reported a position in BILZ in Q4 2024 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold BILZ as of Q1 2025.

  • Sandy Spring Bank held 98 shares of PIMCO Ultra Short Government Active ETF worth $9.92K as of Q1 2025.
  • Sandy Spring Bank left its PIMCO Ultra Short Government Active ETF share count unchanged in Q1 2025.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #840 holding.
  • Sandy Spring Bank first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2024 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.