PIMCO Active Bond Exchange-TBONDETF
13F holders, Q2 2024 (June 30)395holders −2
31new positions
34sold out
1famous investor
$91.08avg. 13F price*
At the end of Q2 2024, 395 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, down 2 from Q1 2024. 31 opened new positions and 34 sold out. The largest holders were Cwm, LLC ($283.0M), Morgan Stanley ($263.0M) and Tectonic Advisors LLC ($164.6M). 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 (Q2 2024)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $66.4M |
| Exits | 34 | $58.6M |
All 13F filers, Q1 2024 → Q2 2024: 3,775,049 shares bought and 2,145,717 shares sold, net +1,629,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 395 holders
| Cwm, LLC | 1.33% | Add +5.1% | 3,106,782 | $283.0M |
| Morgan Stanley | 0.02% | Add +15.7% | 2,888,042 | $263.0M |
| Tectonic Advisors LLC | 11.91% | Add +1.6% | 1,807,268 | $164.6M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.6% | 1,447,897 | $131.9M |
| Wells Fargo & Company | 0.03% | Add +13.2% | 1,203,856 | $109.6M |
| Osaic Holdings, Inc. | 0.22% | Reduce -0.1% | 1,025,237 | $93.4M |
| LPL Financial LLC | 0.04% | Add +6.8% | 905,323 | $82.5M |
| Bank of America Corp. | 0.01% | Add +5.4% | 838,714 | $76.4M |
| OneDigital Investment Advisors LLC | 0.95% | Add +49.1% | 837,048 | $76.2M |
| UBS Group AG | 0.02% | Add +5.0% | 805,173 | $73.3M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 570,114 | $51.9M |
| Sand Hill Global Advisors, LLC | 2.16% | Add +30.8% | 522,944 | $47.6M |
| NewEdge Advisors, LLC | 0.30% | Add +81.7% | 447,056 | $40.7M |
| JPMorgan Chase & Co. | 0.00% | Add +23.8% | 446,415 | $40.7M |
| Cetera Investment Advisers | 0.08% | Add +14.7% | 397,740 | $36.2M |
| Scotia Capital Inc. | 0.21% | Add +1.1% | 386,569 | $35.2M |
| Raymond James & Associates | 0.02% | Add +8.8% | 381,696 | $34.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +17.9% | 360,654 | $32.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +53.4% | 357,218 | $32.5M |
| RFG Advisory, LLC | 1.06% | Add +8.6% | 357,013 | $32.5M |
| Concurrent Investment Advisors, LLC | 0.93% | Add +11.3% | 309,871 | $28.2M |
| Hudson Capital Management LLC | 9.55% | Add +2.2% | 301,016 | $27.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +9.5% | 263,017 | $24.0M |
| Koss-Olinger Consulting, LLC | 2.21% | New | 262,649 | $23.9M |
| Southland Equity Partners LLC | 6.46% | Add +0.5% | 248,224 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +22.6% | 237,771 | $21.7M |
| Kelman-Lazarov, Inc. | 3.83% | Add +5.6% | 225,718 | $20.6M |
| Prudent Investors Network, Inc. | 7.37% | Add +4.9% | 223,816 | $20.4M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -26.3% | 221,304 | $20.2M |
| Vickerman Investment Advisors, Inc. | 6.36% | Reduce -19.9% | 217,559 | $19.8M |
| Alpha Cubed Investments, LLC | 0.94% | Add +4.2% | 216,252 | $19.7M |
| Goldstein Advisors, LLC | 3.28% | Reduce -17.2% | 214,957 | $19.6M |
| Flaharty Asset Management, LLC | 2.89% | Add +2.0% | 214,765 | $19.6M |
| Horizon Investments, LLC | 0.53% | Add +1.6% | 211,679 | $19.1M |
| Your Advocates Ltd., LLP | 7.67% | Reduce -26.8% | 200,429 | $18.3M |
| Legacy Private Trust Co. | 1.30% | Add +26.8% | 200,233 | $18.2M |
| Freedom Investment Management, Inc. | 1.46% | Reduce -0.8% | 195,888 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +6.5% | 185,958 | $16.9M |
| CreativeOne Wealth, LLC | 0.82% | Reduce -23.0% | 178,614 | $16.3M |
| John W. Brooker & Co., CPAs | 8.03% | Reduce -7.9% | 175,939 | $16.0M |
| Avantax Advisory Services, Inc. | 0.11% | Add +11.2% | 172,405 | $15.7M |
| FSM Wealth Advisors, LLC | 5.11% | Add +13.4% | 167,312 | $15.2M |
| Cardinal Point Capital Management ULC | 2.62% | Reduce -1.2% | 165,161 | $15.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -7.2% | 163,118 | $14.9M |
| Valley National Advisers Inc. | 2.17% | Add +0.5% | 160,465 | $14.6M |
| B. Riley Wealth Advisors, Inc. | 0.36% | Reduce -1.9% | 153,780 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 149,442 | $13.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.6% | 147,356 | $13.4M |
| GeoWealth Management, LLC | 0.57% | Add +6.2% | 144,129 | $13.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.9% | 142,142 | $12.9M |
| MML Investors Services, LLC | 0.05% | Add +49.2% | 137,221 | $12.5M |
| FinTrust Capital Advisors, LLC | 2.26% | Add +17.8% | 135,999 | $12.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +17.1% | 133,887 | $12.2M |
| Truist Financial Corp. | 0.02% | Add +0.5% | 131,223 | $12.0M |
| Smart Portfolios, LLC | 12.03% | Add +3.6% | 131,101 | $11.9M |
| Captrust Financial Advisors | 0.04% | Reduce -27.7% | 129,976 | $11.8M |
| Sheridan Capital Management, LLC | 8.67% | Reduce -2.8% | 129,626 | $11.7M |
| Bleakley Financial Group, LLC | 0.33% | Add +5.5% | 127,269 | $11.6M |
| Simplicity Wealth,LLC | 0.26% | Add +5.5% | 127,269 | $11.6M |
| Acima Private Wealth, LLC | 4.24% | Add +1.3% | 126,720 | $11.5M |
| Kwmg, LLC | 1.24% | Add +6.2% | 126,687 | $11.5M |
| Sowell Financial Services LLC | 0.53% | Add +1.8% | 122,261 | $11.1M |
| Bouvel Investment Partners, LLC | 4.29% | Add +57.0% | 121,805 | $11.1M |
| Vantage Financial Partners Ltd., Inc. | 2.73% | Add +5.4% | 120,735 | $11.0M |
| PAX Financial Group, LLC | 2.10% | Add +23.7% | 118,323 | $10.8M |
| Cornerstone Advisory, LLC | 1.47% | Add +16.0% | 115,017 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +89.1% | 114,524 | $10.4M |
| Steph & Co. | 3.50% | Add +11.4% | 112,871 | $10.3M |
| Regis Acquisition Inc. | 6.25% | Reduce -7.1% | 112,502 | $10.2M |
| Vicus Capital | 0.92% | Reduce -6.2% | 111,771 | $10.2M |
| TD Capital Management LLC | 1.05% | Reduce -4.5% | 110,460 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +9.4% | 107,271 | $9.8M |
| GM Advisory Group, LLC | 0.62% | Reduce -3.4% | 105,038 | $9.6M |
| M Holdings Securities, Inc. | 1.21% | Add +8.3% | 102,445 | $9.3M |
| Dunhill Financial, LLC | 5.67% | Add +67.2% | 100,250 | $9.1M |
| Cornerstone Wealth Management, LLC | 0.68% | Add +2.8% | 96,453 | $8.8M |
| Ocean Park Asset Management, LLC | 0.41% | New | 95,700 | $8.7M |
| AE Wealth Management LLC | 0.09% | Add +149.1% | 95,248 | $8.7M |
| IFG Advisory, LLC | 0.56% | Add +7.6% | 94,991 | $8.7M |
| Destination Wealth Management | 0.27% | Add +4.2% | 90,906 | $8.3M |
| Milestone Asset Management, LLC | 2.06% | New | 90,371 | $8.2M |
| Treasure Coast Financial Planning | 5.34% | Add +5.7% | 88,831 | $8.1M |
| Allworth Financial LP | 0.05% | Add +5.9% | 84,940 | $7.8M |
| Clearstead Advisors, LLC | 0.13% | Add +3427.8% | 85,444 | $7.8M |
| Founders Financial Securities LLC | 0.73% | Add +1.9% | 84,947 | $7.7M |
| Intelligence Driven Advisers, LLC | 1.05% | Reduce -12.7% | 81,294 | $7.4M |
| Denver PWM, LLC | 2.95% | New | 81,090 | $7.4M |
| Visionary Wealth Advisors | 0.48% | Reduce -8.2% | 80,870 | $7.4M |
| Csenge Advisory Group | 0.41% | Reduce -13.9% | 78,836 | $7.2M |
| Halbert Hargrove Global Advisors, LLC | 0.41% | Reduce -5.2% | 77,084 | $7.0M |
| Integrated Wealth Concepts LLC | 0.10% | Add +1.6% | 76,585 | $7.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -10.7% | 72,916 | $6.6M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -10.7% | 72,916 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -21.7% | 72,227 | $6.6M |
| Gould Asset Management LLC | 1.38% | Add +5.0% | 65,738 | $6.0M |
| Roger Wittlin Investment Advisory, LLC | 3.84% | Reduce -22.0% | 65,626 | $6.0M |
| MorganRosel Wealth Management, LLC | 2.11% | Add +1.2% | 65,469 | $6.0M |
| Merriman Wealth Management, LLC | 0.26% | Add +0.9% | 64,950 | $5.9M |
| Pacifica Partners Inc. | 2.46% | Reduce -2.6% | 63,068 | $5.7M |
| Syverson Strege & Co | 1.95% | Add +63.2% | 62,824 | $5.7M |
"% 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.