PIMCO Active Bond Exchange-TBONDETF
13F holders, Q1 2024 (March 31)397holders
1famous investor
$91.83avg. 13F price*
At the end of Q1 2024, 397 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings. The largest holders were Cwm, LLC ($271.5M), Morgan Stanley ($229.4M) and Tectonic Advisors LLC ($163.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $48.8M |
| Exits | 36 | $57.9M |
Ownership 397 holders
| Cwm, LLC | 1.32% | Add +12.4% | 2,955,805 | $271.5M |
| Morgan Stanley | 0.02% | Add +0.0% | 2,497,310 | $229.4M |
| Tectonic Advisors LLC | 12.47% | Add +4.4% | 1,779,677 | $163.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.4% | 1,486,034 | $136.5M |
| Wells Fargo & Company | 0.03% | Add +29.1% | 1,063,627 | $97.7M |
| Osaic Holdings, Inc. | 0.21% | Reduce -21.8% | 1,026,412 | $94.3M |
| LPL Financial LLC | 0.04% | Add +5.0% | 847,715 | $77.9M |
| Bank of America Corp. | 0.01% | Add +7.1% | 795,790 | $73.1M |
| UBS Group AG | 0.02% | Add +19.0% | 766,738 | $70.4M |
| Royal Bank of Canada | 0.01% | Reduce -23.6% | 563,125 | $51.7M |
| OneDigital Investment Advisors LLC | 0.81% | Add +8.8% | 561,251 | $51.6M |
| Essential Planning, LLC. | 23.54% | Add +0.2% | 508,547 | $47.0M |
| Sand Hill Global Advisors, LLC | 1.74% | Add +1562.8% | 399,783 | $36.7M |
| Scotia Capital Inc. | 0.21% | Add +6.1% | 382,496 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Add +32.2% | 360,691 | $33.1M |
| Raymond James & Associates | 0.02% | Add +15.7% | 350,783 | $32.2M |
| Cetera Investment Advisers | 0.08% | Add +636.4% | 346,903 | $31.9M |
| RFG Advisory, LLC | 1.03% | Add +48.1% | 328,614 | $30.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +9.3% | 305,809 | $28.1M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -28.6% | 300,096 | $27.6M |
| Hudson Capital Management LLC | 9.67% | Add +14.0% | 294,572 | $27.1M |
| Concurrent Investment Advisors, LLC | 1.04% | Add +396.3% | 278,282 | $25.6M |
| Your Advocates Ltd., LLP | 10.62% | Reduce -9.4% | 273,734 | $25.1M |
| Vickerman Investment Advisors, Inc. | 8.04% | Add +5.4% | 271,454 | $24.9M |
| Goldstein Advisors, LLC | 4.08% | Add +18.8% | 259,726 | $23.9M |
| Southland Equity Partners LLC | 6.37% | Add +14.9% | 246,970 | $22.7M |
| NewEdge Advisors, LLC | 0.20% | Add +48.0% | 246,085 | $22.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +1143.3% | 240,101 | $22.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +23.3% | 232,893 | $21.4M |
| WCG Wealth Advisors LLC | 1.78% | Reduce -5.5% | 231,999 | $21.3M |
| CreativeOne Wealth, LLC | 0.85% | Add +105.8% | 231,883 | $21.3M |
| Kelman-Lazarov, Inc. | 3.84% | Add +5.5% | 213,832 | $19.6M |
| Prudent Investors Network, Inc. | 7.39% | — | 213,338 | $19.6M |
| Flaharty Asset Management, LLC | 2.87% | Reduce -10.3% | 210,450 | $19.3M |
| Alpha Cubed Investments, LLC | 1.00% | Add +17.5% | 207,603 | $19.1M |
| Horizon Investments, LLC | 0.50% | Reduce -9.1% | 208,330 | $19.0M |
| Freedom Investment Management, Inc. | 1.45% | Reduce -5.5% | 197,463 | $18.1M |
| Stifel Financial Corp. | 0.02% | Add +12.4% | 193,988 | $17.8M |
| John W. Brooker & Co., CPAs | 9.43% | Add +1.4% | 191,036 | $17.5M |
| Captrust Financial Advisors | 0.06% | Reduce -40.1% | 179,664 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.8% | 175,806 | $16.1M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +24.0% | 174,549 | $16.0M |
| Cardinal Point Capital Management ULC | 2.92% | Add +0.3% | 167,154 | $15.4M |
| Valley National Advisers Inc. | 2.22% | Add +9.8% | 159,662 | $14.7M |
| Legacy Private Trust Co. | 1.06% | Add +39.1% | 157,948 | $14.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +29.0% | 155,084 | $14.2M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Add +56.0% | 156,696 | $13.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 148,469 | $13.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -8.5% | 147,860 | $13.6M |
| FSM Wealth Advisors, LLC | 4.81% | Add +19.8% | 147,597 | $13.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +29.0% | 142,238 | $13.1M |
| GeoWealth Management, LLC | 0.48% | Add +34.1% | 135,748 | $12.5M |
| Sheridan Capital Management, LLC | 9.23% | Reduce -1.5% | 133,356 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +5.8% | 130,580 | $12.0M |
| Smart Portfolios, LLC | 12.25% | Add +105.6% | 126,562 | $11.6M |
| Acima Private Wealth, LLC | 4.24% | Add +1.4% | 125,151 | $11.5M |
| Regis Acquisition Inc. | 6.77% | Add +14.1% | 121,131 | $11.1M |
| Bleakley Financial Group, LLC | 0.32% | Add +4.8% | 120,647 | $11.1M |
| Simplicity Wealth,LLC | 0.26% | New | 120,647 | $11.1M |
| Sowell Financial Services LLC | 0.52% | Reduce -14.3% | 120,117 | $11.0M |
| Kwmg, LLC | 1.20% | Add +4.8% | 119,289 | $11.0M |
| Vicus Capital | 1.00% | Add +5.3% | 119,202 | $10.9M |
| Ferguson Shapiro LLC | 4.94% | Reduce -47.2% | 116,692 | $10.7M |
| TD Capital Management LLC | 1.13% | Add +2.3% | 115,645 | $10.6M |
| FinTrust Capital Advisors, LLC | 2.05% | Add +15.7% | 115,464 | $10.6M |
| Vantage Financial Partners Ltd., Inc. | 2.74% | Add +27.9% | 114,507 | $10.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.6% | 114,289 | $10.5M |
| GM Advisory Group, LLC | 0.70% | Reduce -33.6% | 108,738 | $10.0M |
| Steph & Co. | 3.20% | Add +5.7% | 101,352 | $9.3M |
| Cornerstone Advisory, LLC | 1.30% | Add +38.5% | 99,157 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +17.0% | 98,085 | $9.0M |
| PAX Financial Group, LLC | 1.76% | Add +28.3% | 95,682 | $8.8M |
| M Holdings Securities, Inc. | 1.46% | Add +3.5% | 94,626 | $8.7M |
| Cornerstone Wealth Management, LLC | 0.70% | Reduce -1.1% | 93,861 | $8.6M |
| Intelligence Driven Advisers, LLC | 1.26% | Reduce -20.4% | 93,109 | $8.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -15.8% | 92,274 | $8.5M |
| MML Investors Services, LLC | 0.03% | Add +11.9% | 91,968 | $8.4M |
| Csenge Advisory Group | 0.47% | Add +0.3% | 91,540 | $8.4M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.23% | Reduce -16.4% | 91,391 | $8.4M |
| IFG Advisory, LLC | 0.61% | Add +0.6% | 88,280 | $8.1M |
| Visionary Wealth Advisors | 0.55% | Add +18.9% | 88,052 | $8.1M |
| Destination Wealth Management | 0.27% | Add +2.2% | 87,229 | $8.0M |
| Roger Wittlin Investment Advisory, LLC | 5.42% | Add +25.6% | 84,102 | $7.7M |
| Treasure Coast Financial Planning | 5.05% | Add +16.8% | 84,055 | $7.7M |
| Founders Financial Securities LLC | 0.80% | Reduce -19.6% | 83,363 | $7.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -51.6% | 81,631 | $7.5M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -51.6% | 81,631 | $7.5M |
| Halbert Hargrove Global Advisors, LLC | 0.50% | Add +5.3% | 81,324 | $7.5M |
| Allworth Financial LP | 0.05% | Reduce -3.9% | 80,194 | $7.4M |
| Bouvel Investment Partners, LLC | 3.08% | Reduce -3.2% | 77,608 | $7.1M |
| MinichMacGregor Wealth Management, LLC | 1.77% | Add +4.3% | 76,272 | $6.9M |
| Integrated Wealth Concepts LLC | 0.10% | Add +4.9% | 75,364 | $6.9M |
| Brookstone Capital Management | 0.12% | Add +21.8% | 70,741 | $6.5M |
| Inspire Advisors, LLC | 0.87% | New | 68,351 | $6.3M |
| Lee Financial Group Hawaii, Inc. | 4.71% | Add +0.8% | 65,575 | $6.0M |
| Foundations Investment Advisors, LLC | 0.16% | Add +1066.5% | 65,536 | $6.0M |
| MorganRosel Wealth Management, LLC | 2.12% | Reduce -0.1% | 64,719 | $5.9M |
| Pacifica Partners Inc. | 2.63% | Reduce -1.6% | 64,773 | $5.9M |
| Merriman Wealth Management, LLC | 0.26% | Reduce -0.7% | 64,392 | $5.9M |
| Landmark Wealth Management, LLC | 2.66% | Add +4.7% | 62,631 | $5.8M |
"% of holder's portfolio" is BOND's weight in each manager's 13F, not the share of PIMCO Active Bond Exchange-T the manager owns.