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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
34,273
shares
|
$3.15 Million
0.37% of portfolio
|
Q4 2023
Added 25.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
33,969
shares
|
$3.12 Million
1.85% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
33,664
shares
|
$3.1 Million
0.22% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
33,357
shares
|
$3.07 Million
1.04% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
32,616
shares
|
$3 Million
3.03% of portfolio
|
Q2 2025
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
32,453
shares
|
$2.98 Million
7.96% of portfolio
|
Q2 2025
Reduced 62.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,440
shares
|
$2.98 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,354
shares
|
$2.97 Million
0.78% of portfolio
|
Q4 2024
Added 46.46%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
31,921
shares
|
$2.93 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
31,689
shares
|
$2.91 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
30,876
shares
|
$2.84 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
29,591
shares
|
$2.72 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
29,579
shares
|
$2.72 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
28,208
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
27,758
shares
|
$2.55 Million
2.07% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
27,507
shares
|
$2.53 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
26,359
shares
|
$2.42 Million
1.05% of portfolio
|
Q1 2025
Added 60.51%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
26,128
shares
|
$2.4 Million
0.38% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
26,065
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
25,966
shares
|
$2.39 Million
1.48% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
25,876
shares
|
$2.38 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,674
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
25,494
shares
|
$2.34 Million
3.28% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
25,431
shares
|
$2.34 Million
0.06% of portfolio
|
Q2 2025
Added 43.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
25,410
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2025
Added 0.56%
|