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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
47,023
shares
|
$4.31 Million
1.75% of portfolio
|
Q1 2025
Reduced 97.52%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
46,833
shares
|
$4.29 Million
1.41% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
46,283
shares
|
$4.24 Million
2.7% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
46,213
shares
|
$4.23 Million
1.05% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45,935
shares
|
$4.21 Million
0.12% of portfolio
|
Q4 2024
Added 43.52%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
45,744
shares
|
$4.19 Million
2.33% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
45,519
shares
|
$4.17 Million
0.42% of portfolio
|
Q2 2023
Reduced 20.54%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
45,406
shares
|
$4.16 Million
1.53% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
45,403
shares
|
$4.16 Million
1.95% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
43,314
shares
|
$3.97 Million
1.03% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
42,959
shares
|
$3.94 Million
2.36% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,837
shares
|
$3.92 Million
0.16% of portfolio
|
Q2 2020
Reduced 0.12%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
42,647
shares
|
$3.91 Million
3.07% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
42,406
shares
|
$3.88 Million
0.83% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
41,634
shares
|
$3.81 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
40,787
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
40,338
shares
|
$3.7 Million
0.02% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
40,263
shares
|
$3.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
39,942
shares
|
$3.66 Million
0.72% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
39,590
shares
|
$3.63 Million
2.86% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
38,201
shares
|
$3.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
37,873
shares
|
$3.47 Million
0.07% of portfolio
|
Q1 2025
Added 51.21%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
37,265
shares
|
$3.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
36,957
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
Added 1458.71%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
36,212
shares
|
$3.32 Million
0.19% of portfolio
|
Q1 2025
New holding
|