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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
93,012
shares
|
$8.52 Million
0.01% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
92,547
shares
|
$8.48 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
91,701
shares
|
$8.4 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
91,391
shares
|
$8.37 Million
0.24% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
90,865
shares
|
$8.32 Million
3.97% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
90,715
shares
|
$8.31 Million
2.28% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
90,688
shares
|
$8.31 Million
2.41% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
89,882
shares
|
$8.23 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
87,605
shares
|
$8.03 Million
3.94% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
86,779
shares
|
$7.95 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
86,288
shares
|
$7.9 Million
0.51% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
86,017
shares
|
$7.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
84,846
shares
|
$7.77 Million
4.93% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
80,329
shares
|
$7.36 Million
0.19% of portfolio
|
Q1 2025
Added 829.52%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
79,236
shares
|
$7.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
78,815
shares
|
$7.22 Million
0.41% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,903
shares
|
$7.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
77,218
shares
|
$7.07 Million
0.1% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
76,041
shares
|
$6.97 Million
0.37% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
75,820
shares
|
$6.95 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
75,534
shares
|
$6.92 Million
12.75% of portfolio
|
Q1 2025
Added 96.23%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
71,625
shares
|
$6.56 Million
4.33% of portfolio
|
Q1 2023
Added 25.15%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
70,577
shares
|
$6.47 Million
2.37% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
65,975
shares
|
$6.04 Million
0.49% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
65,715
shares
|
$6.02 Million
2.09% of portfolio
|
Q1 2025
Added 1.55%
|