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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
35,283
shares
|
$3.29 Million
1.18% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
35,181
shares
|
$3.28 Million
0.22% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
35,095
shares
|
$3.27 Million
1.93% of portfolio
|
Q4 2025
Added 31.7%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
34,273
shares
|
$3.2 Million
0.37% of portfolio
|
Q4 2023
Added 25.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
34,098
shares
|
$3.18 Million
1.75% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
33,301
shares
|
$3.11 Million
0.76% of portfolio
|
Q3 2025
Reduced 21.75%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
33,101
shares
|
$3.09 Million
0.46% of portfolio
|
Q4 2025
Reduced 6.3%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
32,856
shares
|
$3.07 Million
3.94% of portfolio
|
Q3 2025
Added 28.88%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
32,498
shares
|
$3.03 Million
0.33% of portfolio
|
Q4 2025
Reduced 13.37%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
32,446
shares
|
$3.03 Million
0.43% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,440
shares
|
$3.03 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,354
shares
|
$3.02 Million
0.78% of portfolio
|
Q4 2024
Added 46.46%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
32,130
shares
|
$3 Million
0.94% of portfolio
|
Q3 2025
Added 70.0%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
31,882
shares
|
$2.97 Million
0.43% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
31,862
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2025
Added 22.84%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
31,554
shares
|
$2.94 Million
1.08% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
31,124
shares
|
$2.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
30,587
shares
|
$2.85 Million
5.92% of portfolio
|
Q4 2025
Reduced 4.68%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
29,754
shares
|
$2.78 Million
0.19% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
29,226
shares
|
$2.73 Million
0.24% of portfolio
|
Q3 2025
Added 52.69%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
28,363
shares
|
$2.65 Million
2.09% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
26,644
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
26,379
shares
|
$2.46 Million
0.42% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
25,715
shares
|
$2.4 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,674
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|