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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
126,631
shares
|
$11.6 Million
0.18% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
121,748
shares
|
$11.2 Million
4.34% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
120,735
shares
|
$11.1 Million
2.79% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
119,766
shares
|
$11 Million
0.33% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
116,617
shares
|
$10.7 Million
1.7% of portfolio
|
Q4 2024
Added 1005.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
115,135
shares
|
$10.6 Million
0.29% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
114,000
shares
|
$10.5 Million
7.34% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
113,037
shares
|
$10.4 Million
11.85% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
112,861
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Added 2737.13%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
112,502
shares
|
$10.3 Million
6.25% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
112,076
shares
|
$10.3 Million
2.22% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
108,384
shares
|
$9.94 Million
0.91% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
106,725
shares
|
$9.79 Million
1.73% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
106,488
shares
|
$9.77 Million
0.86% of portfolio
|
Q4 2024
Added 41.58%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
105,493
shares
|
$9.68 Million
3.74% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
105,397
shares
|
$9.67 Million
0.54% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
103,634
shares
|
$9.51 Million
0.16% of portfolio
|
Q4 2024
Added 45.38%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
102,053
shares
|
$9.36 Million
0.95% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
101,155
shares
|
$9.28 Million
0.51% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
93,677
shares
|
$8.59 Million
0.27% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
91,989
shares
|
$8.44 Million
1.76% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
91,391
shares
|
$8.38 Million
0.24% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
90,920
shares
|
$8.34 Million
1.19% of portfolio
|
Q4 2024
Added 39.66%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
90,715
shares
|
$8.32 Million
2.28% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
90,688
shares
|
$8.32 Million
2.41% of portfolio
|
Q3 2024
New holding
|