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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
55,301
shares
|
$5.07 Million
2.95% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
55,186
shares
|
$5.06 Million
1.4% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
55,039
shares
|
$5.05 Million
0.7% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
55,014
shares
|
$5.05 Million
0.06% of portfolio
|
Q4 2024
Added 272.37%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
51,955
shares
|
$4.77 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
50,084
shares
|
$4.59 Million
0.85% of portfolio
|
Q4 2024
Reduced 37.22%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
49,559
shares
|
$4.55 Million
0.57% of portfolio
|
Q4 2024
Reduced 57.59%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
49,471
shares
|
$4.54 Million
3.68% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
47,482
shares
|
$4.36 Million
0.62% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
46,473
shares
|
$4.26 Million
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45,935
shares
|
$4.21 Million
0.12% of portfolio
|
Q4 2024
Added 43.52%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
45,612
shares
|
$4.18 Million
0.91% of portfolio
|
Q4 2024
Reduced 57.18%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
45,519
shares
|
$4.18 Million
0.42% of portfolio
|
Q2 2023
Reduced 20.54%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
44,015
shares
|
$4.04 Million
1.18% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
43,886
shares
|
$4.03 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
43,455
shares
|
$3.99 Million
0.63% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,837
shares
|
$3.93 Million
0.16% of portfolio
|
Q2 2020
Reduced 0.12%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
42,800
shares
|
$3.93 Million
2.2% of portfolio
|
Q4 2024
Reduced 42.13%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
42,647
shares
|
$3.91 Million
3.07% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
42,608
shares
|
$3.91 Million
0.02% of portfolio
|
Q4 2024
Added 43.3%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
42,121
shares
|
$3.86 Million
0.79% of portfolio
|
Q4 2024
Added 40.41%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
41,913
shares
|
$3.84 Million
2.35% of portfolio
|
Q4 2024
Added 201.38%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
41,786
shares
|
$3.83 Million
0.19% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
41,742
shares
|
$3.83 Million
1.47% of portfolio
|
Q4 2024
Added 34.72%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
40,589
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|