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 524 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96
shares
|
$8,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
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%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
88
shares
|
$8,210
0.0% of portfolio
|
Q2 2023
Reduced 50.84%
|
|
|
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
|
Nov 13, 2025 Q3 2025 |
66
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
50
shares
|
$4,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
45
shares
|
$4,198
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
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%
|
|
|
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
|
Oct 23, 2025 Q3 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%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
17
shares
|
$1,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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 |
Oct 02, 2025 Q3 2025 |
10
shares
|
$933
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
8
shares
|
$746
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
8
shares
|
$746
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
3
shares
|
$279
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1
shares
|
$93
0.0% of portfolio
|
Q2 2025
Reduced 99.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1
shares
|
$93
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|