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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,710
shares
|
$156,858
0.07% of portfolio
|
Q4 2024
Reduced 38.82%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,592
shares
|
$146,034
0.01% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,484
shares
|
$136,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,174
shares
|
$107,691
0.0% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,172
shares
|
$107,507
0.0% of portfolio
|
Q3 2024
Added 39.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,162
shares
|
$106,590
0.0% of portfolio
|
Q3 2023
Reduced 25.61%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,121
shares
|
$102,829
0.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,037
shares
|
$95,124
0.0% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,030
shares
|
$94,481
0.01% of portfolio
|
Q4 2024
Added 50.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
926
shares
|
$84,941
0.06% of portfolio
|
Q2 2024
Reduced 28.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
912
shares
|
$83,657
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
839
shares
|
$76,961
0.02% of portfolio
|
Q4 2023
Reduced 39.68%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
775
shares
|
$71,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
723
shares
|
$66,320
0.02% of portfolio
|
Q4 2024
Reduced 33.12%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
695
shares
|
$63,752
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
688
shares
|
$63,110
0.02% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
685
shares
|
$62,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
605
shares
|
$55,496
0.0% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
561
shares
|
$51,460
0.01% of portfolio
|
Q4 2024
Reduced 55.05%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
536
shares
|
$49,167
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
530
shares
|
$48,616
0.02% of portfolio
|
Q4 2023
Reduced 4.33%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$45,865
0.01% of portfolio
|
Q1 2023
Reduced 54.46%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
482
shares
|
$44,213
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
412
shares
|
$37,792
0.01% of portfolio
|
Q4 2024
Reduced 59.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$36,692
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|