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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
24,188
shares
|
$2.22 Million
1.89% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
23,097
shares
|
$2.12 Million
0.63% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
22,920
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
22,368
shares
|
$2.05 Million
1.44% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
21,850
shares
|
$2 Million
0.98% of portfolio
|
Q1 2025
Reduced 64.79%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
21,550
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 79.21%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
21,070
shares
|
$1.93 Million
0.37% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
20,431
shares
|
$1.87 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
20,269
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
19,487
shares
|
$1.79 Million
1.49% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
19,237
shares
|
$1.76 Million
0.16% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
18,581
shares
|
$1.7 Million
0.64% of portfolio
|
Q1 2025
Added 181.36%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
18,566
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
18,080
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
17,781
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2025
Added 39.31%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
17,742
shares
|
$1.63 Million
0.29% of portfolio
|
Q4 2023
Reduced 12.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,667
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
16,586
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,404
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2025
Added 1492.62%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
16,296
shares
|
$1.49 Million
0.22% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
16,214
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
15,510
shares
|
$1.42 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
15,448
shares
|
$1.42 Million
6.62% of portfolio
|
Q1 2022
Added 21657.75%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
15,276
shares
|
$1.4 Million
0.33% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,983
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
New holding
|