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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
140
shares
|
$12,825
0.0% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
139
shares
|
$12,733
0.01% of portfolio
|
Q4 2022
Reduced 55.59%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
136
shares
|
$12,458
0.0% of portfolio
|
Q1 2025
Reduced 66.99%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
130
shares
|
$11,909
0.0% of portfolio
|
Q1 2023
Reduced 78.55%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
125
shares
|
$11,451
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
121
shares
|
$11,084
0.0% of portfolio
|
Q4 2022
Reduced 86.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
99
shares
|
$9,069
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
98
shares
|
$8,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$8,886
0.0% of portfolio
|
Q4 2024
Added 125.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96
shares
|
$8,794
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
89
shares
|
$8,153
0.0% of portfolio
|
Q1 2025
Added 102.27%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
88
shares
|
$8,061
0.0% of portfolio
|
Q2 2017
Added 809.09%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
88
shares
|
$8,061
0.0% of portfolio
|
Q2 2023
Reduced 50.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
86
shares
|
$7,878
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
66
shares
|
$6,046
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
50
shares
|
$4,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
47
shares
|
$4,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
45
shares
|
$4,122
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
45
shares
|
$4,122
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39
shares
|
$3,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
35
shares
|
$3,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
33
shares
|
$3,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
29
shares
|
$2,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
22
shares
|
$2,015
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
21
shares
|
$1,923
0.0% of portfolio
|
Q1 2025
New holding
|