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 480 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,513
shares
|
$505,707
0.04% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,511
shares
|
$505,524
0.06% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
5,489
shares
|
$503,505
0.29% of portfolio
|
Q2 2024
Added 21.2%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,489
shares
|
$503,505
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
5,389
shares
|
$494,332
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
5,343
shares
|
$490,113
0.27% of portfolio
|
Q4 2024
Added 129.81%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
5,333
shares
|
$489,196
0.2% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,332
shares
|
$489,104
0.04% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,308
shares
|
$486,902
0.16% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,245
shares
|
$481,123
0.05% of portfolio
|
Q4 2024
Added 20.02%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,240
shares
|
$480,665
0.03% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,208
shares
|
$477,729
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
5,139
shares
|
$471,400
0.14% of portfolio
|
Q1 2023
Added 68.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,135
shares
|
$471,033
0.25% of portfolio
|
Q2 2023
Reduced 0.85%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
5,089
shares
|
$466,813
0.01% of portfolio
|
Q4 2024
Reduced 87.34%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$458,650
0.22% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,968
shares
|
$455,714
0.0% of portfolio
|
Q4 2024
Added 77.94%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
4,831
shares
|
$443,147
0.06% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
4,763
shares
|
$436,909
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
4,734
shares
|
$434,249
0.13% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,689
shares
|
$430,121
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
4,667
shares
|
$428,103
0.21% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,627
shares
|
$424,434
0.17% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
4,579
shares
|
$420,031
0.38% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,569
shares
|
$419,114
0.02% of portfolio
|
Q4 2024
Added 0.37%
|