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 |
|---|---|---|---|---|---|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
40,448
shares
|
$3.71 Million
2.84% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
39,399
shares
|
$3.61 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
38,904
shares
|
$3.57 Million
0.65% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
38,876
shares
|
$3.57 Million
0.56% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
38,493
shares
|
$3.53 Million
7.03% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
37,313
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 98.25%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
36,970
shares
|
$3.39 Million
0.83% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
36,527
shares
|
$3.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
36,219
shares
|
$3.32 Million
0.79% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
34,525
shares
|
$3.17 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
34,273
shares
|
$3.14 Million
0.37% of portfolio
|
Q4 2023
Added 25.17%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
33,477
shares
|
$3.07 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
32,807
shares
|
$3.01 Million
0.22% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,440
shares
|
$2.98 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,354
shares
|
$2.97 Million
0.78% of portfolio
|
Q4 2024
Added 46.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
32,042
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
31,814
shares
|
$2.92 Million
0.43% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
31,079
shares
|
$2.85 Million
0.9% of portfolio
|
Q4 2024
Added 216.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
30,265
shares
|
$2.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
30,154
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
29,335
shares
|
$2.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 48.04%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
28,532
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
28,293
shares
|
$2.6 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
28,202
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 36.27%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
27,064
shares
|
$2.48 Million
1.75% of portfolio
|
Q3 2024
Reduced 2.19%
|