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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,680
shares
|
$245,836
0.05% of portfolio
|
Q4 2024
Reduced 93.28%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
2,590
shares
|
$237,580
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
2,578
shares
|
$236,479
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,555
shares
|
$234,370
0.04% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
2,515
shares
|
$230,700
0.13% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,506
shares
|
$229,875
0.04% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$229,325
0.0% of portfolio
|
Q4 2022
Reduced 11.13%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
2,485
shares
|
$227,949
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
2,478
shares
|
$227,306
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
2,410
shares
|
$221,069
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
2,398
shares
|
$219,968
0.05% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
2,369
shares
|
$217,308
0.01% of portfolio
|
Q2 2024
Reduced 46.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,361
shares
|
$216,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
2,325
shares
|
$213,272
0.22% of portfolio
|
Q4 2024
Reduced 37.58%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,323
shares
|
$213,088
0.02% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,300
shares
|
$210,979
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,292
shares
|
$210,245
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,285
shares
|
$209,603
0.02% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,265
shares
|
$207,768
0.01% of portfolio
|
Q4 2024
Reduced 61.37%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,223
shares
|
$203,915
0.04% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,067
shares
|
$189,605
0.06% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,903
shares
|
$174,562
0.02% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,867
shares
|
$171,259
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,810
shares
|
$166,031
0.04% of portfolio
|
Q2 2024
Reduced 48.17%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,718
shares
|
$157,592
0.07% of portfolio
|
Q4 2024
Reduced 23.06%
|