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 482 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $4.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,453
shares
|
$317,019
0.23% of portfolio
|
Q4 2024
Added 732.05%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,448
shares
|
$316,560
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,409
shares
|
$312,980
0.03% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,360
shares
|
$308,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,355
shares
|
$308,022
0.0% of portfolio
|
Q4 2024
Reduced 31.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,351
shares
|
$307,655
0.01% of portfolio
|
Q4 2024
Added 44.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,344
shares
|
$307,012
0.0% of portfolio
|
Q2 2022
Reduced 8.86%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
3,319
shares
|
$304,717
0.04% of portfolio
|
Q2 2024
Reduced 35.13%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,258
shares
|
$299,116
0.01% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
3,090
shares
|
$283,692
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,062
shares
|
$281,122
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,923
shares
|
$268,360
0.25% of portfolio
|
Q1 2023
Added 18.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,908
shares
|
$266,983
0.0% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Artemis Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,876
shares
|
$264,045
0.04% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
2,874
shares
|
$263,861
0.04% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
2,845
shares
|
$261,199
0.13% of portfolio
|
Q4 2024
Reduced 55.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,832
shares
|
$260,005
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
2,818
shares
|
$258,720
0.0% of portfolio
|
Q1 2024
Reduced 26.19%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
2,780
shares
|
$255,231
0.05% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
2,769
shares
|
$254,221
0.07% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
2,751
shares
|
$252,569
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
2,744
shares
|
$251,926
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,744
shares
|
$251,926
0.04% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
2,741
shares
|
$251,651
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,733
shares
|
$250,916
0.01% of portfolio
|
Q4 2024
Added 0.04%
|