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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,050
shares
|
$371,020
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,029
shares
|
$369,096
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,026
shares
|
$368,821
0.04% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,017
shares
|
$367,997
0.06% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,000
shares
|
$366,440
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,934
shares
|
$360,393
0.08% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
3,926
shares
|
$359,660
0.11% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
3,877
shares
|
$355,171
0.03% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
3,873
shares
|
$354,805
0.17% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,833
shares
|
$351,141
0.06% of portfolio
|
Q4 2024
Added 29.01%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
3,808
shares
|
$348,850
0.2% of portfolio
|
Q1 2025
Added 58.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,808
shares
|
$348,850
0.07% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,770
shares
|
$345,369
0.15% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,718
shares
|
$340,605
0.01% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,565
shares
|
$326,589
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,552
shares
|
$325,398
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
3,519
shares
|
$322,375
0.01% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,518
shares
|
$322,283
0.01% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,514
shares
|
$321,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
3,500
shares
|
$320,635
0.21% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
3,479
shares
|
$318,711
0.01% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
3,462
shares
|
$317,153
0.06% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,455
shares
|
$316,512
0.03% of portfolio
|
Q4 2023
Added 16.13%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,453
shares
|
$316,329
0.23% of portfolio
|
Q4 2024
Added 732.05%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,447
shares
|
$315,779
0.08% of portfolio
|
Q1 2025
Reduced 2.49%
|