Institutional Ownership Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND). We have compiled data on the 514 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,983
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
14,714
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
14,624
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
14,600
shares
|
$1.34 Million
0.86% of portfolio
|
Q1 2025
Added 101.96%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,396
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
14,337
shares
|
$1.31 Million
0.6% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,269
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,646
shares
|
$1.25 Million
0.43% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,566
shares
|
$1.24 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
13,488
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
13,391
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Added 9746.32%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
13,388
shares
|
$1.23 Million
0.71% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
13,370
shares
|
$1.22 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
13,330
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 49.59%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
13,295
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
13,175
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
13,129
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
12,715
shares
|
$1.16 Million
0.97% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
12,637
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
12,518
shares
|
$1.15 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
12,393
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
12,379
shares
|
$1.13 Million
0.41% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,071
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 80.81%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
12,050
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
12,006
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.32%
|