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 422 institutions that hold shares in the stock, with a total of 35.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
45,857
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2024
Added 6.59%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
45,519
shares
|
$4.32 Million
0.42% of portfolio
|
Q2 2023
Reduced 20.54%
|
|
Del Sette Capital Management, LLC
|
Aug 02, 2024 Q2 2024 |
44,732
shares
|
$4.24 Million
3.5% of portfolio
|
Q2 2024
Added 8.5%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
43,304
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2024
Added 1.67%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,837
shares
|
$4.06 Million
0.16% of portfolio
|
Q2 2020
Reduced 0.12%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
41,583
shares
|
$3.95 Million
0.12% of portfolio
|
Q2 2024
Added 5.17%
|
|
Advisory Services & Investments, LLC
|
Aug 06, 2024 Q2 2024 |
41,382
shares
|
$3.93 Million
2.89% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
Strategic Advisors LLC
|
Jul 11, 2024 Q2 2024 |
41,078
shares
|
$3.9 Million
0.74% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
40,686
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2024
Added 24.19%
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
40,089
shares
|
$3.8 Million
1.61% of portfolio
|
Q2 2024
Reduced 92.12%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 12, 2024 Q2 2024 |
39,893
shares
|
$3.79 Million
0.64% of portfolio
|
Q2 2024
Added 3.36%
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
39,399
shares
|
$3.74 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
39,104
shares
|
$3.71 Million
0.76% of portfolio
|
Q2 2024
Reduced 9.94%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
37,653
shares
|
$3.57 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
37,438
shares
|
$3.55 Million
0.52% of portfolio
|
Q2 2024
Reduced 10.07%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 12, 2024 Q2 2024 |
37,165
shares
|
$3.53 Million
3.15% of portfolio
|
Q2 2024
Added 35.25%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Aug 16, 2024 Q2 2024 |
36,793
shares
|
$3.49 Million
2.5% of portfolio
|
Q2 2024
Added 1.37%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
34,313
shares
|
$3.26 Million
0.56% of portfolio
|
Q2 2024
Added 13.23%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
34,273
shares
|
$3.25 Million
0.37% of portfolio
|
Q4 2023
Added 25.17%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
32,757
shares
|
$3.11 Million
0.15% of portfolio
|
Q2 2024
Added 6.6%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,440
shares
|
$3.08 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
31,764
shares
|
$3.01 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
30,235
shares
|
$2.87 Million
1.34% of portfolio
|
Q2 2024
Added 8.72%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
29,782
shares
|
$2.83 Million
1.34% of portfolio
|
Q2 2024
Added 3.67%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
28,241
shares
|
$2.68 Million
0.25% of portfolio
|
Q2 2024
Added 3.25%
|