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 |
|---|---|---|---|---|---|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
127,378
shares
|
$11.7 Million
8.58% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
125,813
shares
|
$11.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
122,396
shares
|
$11.2 Million
1.88% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
121,925
shares
|
$11.2 Million
0.36% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
120,787
shares
|
$11.1 Million
5.08% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
120,735
shares
|
$11.1 Million
2.79% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
116,957
shares
|
$10.7 Million
0.95% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
116,923
shares
|
$10.7 Million
3.88% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
115,135
shares
|
$10.5 Million
0.29% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
113,856
shares
|
$10.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
112,502
shares
|
$10.3 Million
6.25% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
112,076
shares
|
$10.3 Million
2.22% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
110,948
shares
|
$10.2 Million
12.34% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
110,485
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Added 86.51%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
109,798
shares
|
$10.1 Million
1.83% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
108,279
shares
|
$9.92 Million
1.03% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
106,835
shares
|
$9.79 Million
0.56% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
104,586
shares
|
$9.58 Million
0.66% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
102,206
shares
|
$9.36 Million
1.96% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
100,483
shares
|
$9.21 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
99,134
shares
|
$9.08 Million
0.28% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
98,646
shares
|
$9.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
98,151
shares
|
$8.99 Million
3.76% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
97,903
shares
|
$8.97 Million
2.89% of portfolio
|
Q1 2025
Added 35.09%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
97,409
shares
|
$8.92 Million
1.86% of portfolio
|
Q2 2025
Added 11.35%
|