PIMCO INCOME INSTL BOND FUNDS
PIMCO INCOME INSTL BOND FUNDS is a security (CUSIP 72201F490) tracked across SEC portfolio filings. 10 institutional managers reported $7.0M on Form 13F as of 2026-06-30; 3 registered fund positions totaling $72.4M via N-PORT as of 2026-03-31.
Summary
- Issuer: PIMCO INCOME INSTL
- Class: BOND FUNDS
- CUSIP: 72201F490
- Asset category: OTHER
- 13F holders: 10
- 13F value: $7.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 3
- N-PORT value: $72.4M
- N-PORT report: 2026-03-31
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| LIBERTY WEALTH MANAGEMENT LLC | OAKLAND, CA | $5.1M | 470,399 |
| Garton & Associates Financial Advisors LLC | LOUISVILLE, KY | $701K | 65,019 |
| CONNORS INVESTOR SERVICES INC | WYOMISSING, PA | $554K | 51,386 |
| Grey Ledge Advisors, LLC | GUILFORD, CT | $266K | 24,536 |
| FIRST MERCHANTS CORP | Muncie, IN | $160K | 14,698 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $66K | 6,057 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $65K | 6,031 |
| McIlrath & Eck, LLC | ARLINGTON, WA | $51K | 4,712 |
| Estabrook Capital Management | NEW YORK, NY | $19K | 1,805 |
| Motiv8 Investments LLC | Port St. Lucie, FL | $76 | 6,895 |
Top fund holders (N-PORT)
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