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 530 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
500
shares
|
$46,650
0.0% of portfolio
|
Q1 2023
Reduced 54.46%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
448
shares
|
$41,798
0.01% of portfolio
|
Q4 2025
Reduced 26.92%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$37,320
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
375
shares
|
$34,987
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
338
shares
|
$31,535
0.06% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
337
shares
|
$31,442
0.0% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
325
shares
|
$30,322
0.01% of portfolio
|
Q3 2025
Reduced 41.02%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
325
shares
|
$30,322
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
294
shares
|
$27,430
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
276
shares
|
$25,750
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
252
shares
|
$23,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
246
shares
|
$22,951
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
246
shares
|
$22,951
0.02% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
240
shares
|
$22,392
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
226
shares
|
$21,085
0.0% of portfolio
|
Q1 2024
Reduced 9.6%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
220
shares
|
$20,526
0.0% of portfolio
|
Q1 2025
Reduced 81.23%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
177
shares
|
$16,514
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
173
shares
|
$16,140
0.0% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
169
shares
|
$15,767
0.0% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
145
shares
|
$13,528
0.0% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
144
shares
|
$13,435
0.0% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
140
shares
|
$13,062
0.0% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
139
shares
|
$12,968
0.01% of portfolio
|
Q4 2022
Reduced 55.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
136
shares
|
$12,688
0.0% of portfolio
|
Q2 2025
Reduced 98.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
130
shares
|
$12,129
0.0% of portfolio
|
Q1 2023
Reduced 78.55%
|
|