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 515 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 $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
426
shares
|
$39,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
422
shares
|
$38,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$36,644
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
348
shares
|
$31,880
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
338
shares
|
$30,964
0.06% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
325
shares
|
$29,773
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
295
shares
|
$27,024
0.01% of portfolio
|
Q2 2021
Reduced 54.12%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
276
shares
|
$25,284
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
269
shares
|
$24,643
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
259
shares
|
$23,726
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
250
shares
|
$22,902
0.0% of portfolio
|
Q3 2024
Reduced 49.6%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
246
shares
|
$22,536
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
240
shares
|
$21,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
234
shares
|
$21,436
0.01% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
226
shares
|
$20,703
0.0% of portfolio
|
Q1 2024
Reduced 9.6%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
221
shares
|
$20,245
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
220
shares
|
$20,154
0.0% of portfolio
|
Q1 2025
Reduced 81.23%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
219
shares
|
$20,062
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
211
shares
|
$19,329
0.0% of portfolio
|
Q1 2025
Reduced 88.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
211
shares
|
$19,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$18,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
197
shares
|
$18,047
0.0% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
179
shares
|
$16,398
0.0% of portfolio
|
Q1 2025
Added 171.21%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
177
shares
|
$16,214
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
162
shares
|
$14,840
0.01% of portfolio
|
Q2 2025
Reduced 15.63%
|