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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
35,851
shares
|
$3.28 Million
0.98% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
35,293
shares
|
$3.23 Million
0.22% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
35,021
shares
|
$3.21 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
34,273
shares
|
$3.14 Million
0.37% of portfolio
|
Q4 2023
Added 25.17%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
33,143
shares
|
$3.04 Million
0.26% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
33,085
shares
|
$3.03 Million
1.28% of portfolio
|
Q1 2025
Added 36.48%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
32,974
shares
|
$3.02 Million
1.96% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
32,616
shares
|
$2.99 Million
3.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
32,533
shares
|
$2.98 Million
0.48% of portfolio
|
Q1 2025
Reduced 16.32%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
32,452
shares
|
$2.97 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,440
shares
|
$2.97 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,354
shares
|
$2.96 Million
0.78% of portfolio
|
Q4 2024
Added 46.46%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
30,823
shares
|
$2.82 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
30,507
shares
|
$2.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
29,691
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
27,901
shares
|
$2.56 Million
2.34% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
26,960
shares
|
$2.47 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
26,359
shares
|
$2.41 Million
1.05% of portfolio
|
Q1 2025
Added 60.51%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
25,876
shares
|
$2.37 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
25,791
shares
|
$2.36 Million
0.4% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
25,710
shares
|
$2.36 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
25,268
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
25,018
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
24,858
shares
|
$2.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
24,346
shares
|
$2.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 29.48%
|