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 521 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
97,409
shares
|
$8.96 Million
1.86% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
94,872
shares
|
$8.72 Million
0.27% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
94,867
shares
|
$8.72 Million
0.43% of portfolio
|
Q2 2025
Reduced 24.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
93,437
shares
|
$8.59 Million
0.19% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
91,391
shares
|
$8.4 Million
0.24% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
90,865
shares
|
$8.35 Million
3.97% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
90,715
shares
|
$8.34 Million
2.28% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
89,654
shares
|
$8.24 Million
0.45% of portfolio
|
Q2 2025
Added 147.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
87,074
shares
|
$8.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
86,900
shares
|
$7.99 Million
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
86,779
shares
|
$7.98 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
86,701
shares
|
$7.97 Million
4.72% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
86,684
shares
|
$7.97 Million
0.42% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
84,115
shares
|
$7.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
79,395
shares
|
$7.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
78,716
shares
|
$7.24 Million
0.07% of portfolio
|
Q2 2025
Added 271.58%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
77,972
shares
|
$7.17 Million
0.38% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,903
shares
|
$7.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
76,308
shares
|
$7.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
75,831
shares
|
$6.97 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
75,465
shares
|
$6.94 Million
0.87% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
74,944
shares
|
$6.89 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
71,625
shares
|
$6.59 Million
4.33% of portfolio
|
Q1 2023
Added 25.15%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
70,767
shares
|
$6.51 Million
2.42% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
68,164
shares
|
$6.27 Million
0.0% of portfolio
|
Q2 2025
Added 2043.52%
|