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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
125
shares
|
$11,662
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
121
shares
|
$11,289
0.0% of portfolio
|
Q4 2022
Reduced 86.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
99
shares
|
$9,236
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
98
shares
|
$9,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$9,050
0.0% of portfolio
|
Q4 2024
Added 125.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96
shares
|
$8,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
88
shares
|
$8,210
0.0% of portfolio
|
Q2 2023
Reduced 50.84%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
88
shares
|
$8,210
0.0% of portfolio
|
Q2 2017
Added 809.09%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
86
shares
|
$8,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
66
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
60
shares
|
$5,598
0.0% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
50
shares
|
$4,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
45
shares
|
$4,198
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
44
shares
|
$4,105
0.0% of portfolio
|
Q2 2025
Reduced 50.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
42
shares
|
$3,918
0.0% of portfolio
|
Q4 2025
Reduced 61.11%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
39
shares
|
$3,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
36
shares
|
$3,358
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
34
shares
|
$3,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
23
shares
|
$2,145
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
20
shares
|
$1,866
0.0% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
13
shares
|
$1,212
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
10
shares
|
$933
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
8
shares
|
$746
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
8
shares
|
$746
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
3
shares
|
$279
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|