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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
26,760
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
26,593
shares
|
$2.44 Million
0.78% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
26,064
shares
|
$2.39 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
25,715
shares
|
$2.36 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
25,549
shares
|
$2.34 Million
0.32% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
25,047
shares
|
$2.3 Million
0.04% of portfolio
|
Q4 2024
Added 56.98%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
24,691
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 134.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,278
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
24,241
shares
|
$2.22 Million
0.73% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
23,097
shares
|
$2.12 Million
0.63% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,315
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
22,109
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
21,833
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
21,570
shares
|
$1.98 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
21,070
shares
|
$1.93 Million
0.37% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
20,864
shares
|
$1.91 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
19,058
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
18,470
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
18,459
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
17,742
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2023
Reduced 12.63%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
17,670
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
17,124
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
17,008
shares
|
$1.56 Million
0.15% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
16,422
shares
|
$1.51 Million
0.75% of portfolio
|
Q4 2024
Added 66.94%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
16,296
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2024
Added 1.85%
|