# 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; 4 registered fund positions totaling $108.2M 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: 4
- N-PORT value: $108.2M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LIBERTY WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/286001) | OAKLAND, CA | $5.1M | 470,399 |
| [Garton & Associates Financial Advisors LLC](https://search.stillhousedata.com/firm/146493) | LOUISVILLE, KY | $701K | 65,019 |
| [CONNORS INVESTOR SERVICES INC](https://search.stillhousedata.com/firm/106993) | WYOMISSING, PA | $554K | 51,386 |
| [Grey Ledge Advisors, LLC](https://search.stillhousedata.com/firm/124867) | 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](https://search.stillhousedata.com/firm/145252) | ARLINGTON, WA | $51K | 4,712 |
| [Estabrook Capital Management](https://search.stillhousedata.com/firm/128856) | NEW YORK, NY | $19K | 1,805 |
| [Motiv8 Investments LLC](https://search.stillhousedata.com/firm/285560) | Port St. Lucie, FL | $76 | 6,895 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Aspiriant Risk-Managed Taxable Bond Fund](https://search.stillhousedata.com/fund/S000059404) | Aspiriant Trust | $63.7M | 1601.28% |
| [PIMCO Global Managed Asset Allocation Portfolio](https://search.stillhousedata.com/fund/S000024339) | PIMCO Variable Insurance Trust | $29.3M | 1059.11% |
| Princeton Everest Fund | Princeton Everest Fund | $8.6M | 629.32% |
| [PIMCO REALPATH Blend 2050 Fund](https://search.stillhousedata.com/fund/S000047751) | PIMCO Equity Series | $6.7M | 129.92% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/72201F490.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.