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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
68,088
shares
|
$6.26 Million
1.98% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
67,661
shares
|
$6.22 Million
0.45% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
67,275
shares
|
$6.19 Million
0.04% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
67,265
shares
|
$6.18 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
66,265
shares
|
$6.09 Million
1.53% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
65,575
shares
|
$6.03 Million
4.71% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
64,770
shares
|
$5.95 Million
2.58% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
64,716
shares
|
$5.95 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
63,678
shares
|
$5.85 Million
0.15% of portfolio
|
Q2 2025
Added 38.63%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
62,538
shares
|
$5.75 Million
2.14% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
60,500
shares
|
$5.56 Million
3.1% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
59,986
shares
|
$5.52 Million
3.3% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
59,663
shares
|
$5.49 Million
0.26% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
58,114
shares
|
$5.34 Million
1.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
58,086
shares
|
$5.34 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
57,970
shares
|
$5.33 Million
0.0% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
56,253
shares
|
$5.17 Million
2.93% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
55,186
shares
|
$5.07 Million
1.4% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
54,562
shares
|
$5.02 Million
1.93% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
53,964
shares
|
$4.96 Million
0.69% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
53,741
shares
|
$4.94 Million
1.07% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
53,364
shares
|
$4.91 Million
1.11% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
50,794
shares
|
$4.67 Million
2.46% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
50,376
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
48,511
shares
|
$4.46 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.61%
|