Purchases and Sales Made in Q2 2025 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ACTIVE BOND EXCHANGE TRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.48K+ 22.05% |
$312K - $323K
|
19.2K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.37K+ 42.0% |
$302K - $313K
|
11.4K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.31KNew |
$298K - $308K
|
3.31K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.3K+ 22.41% |
$296K - $306K
|
18K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.26K+ 47.89% |
$293K - $302K
|
10.1K
$938K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.17K+ 142.56% |
$285K - $294K
|
5.39K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.11KNew |
$279K - $289K
|
3.11K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
3.03KNew |
$272K - $281K
|
3.03K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.02KNew |
$272K - $281K
|
3.02K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3K+ 26.22% |
$269K - $278K
|
14.4K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.98KNew |
$268K - $277K
|
2.98K
$278K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.91K+ 7.8% |
$261K - $270K
|
40.2K
$3.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82K+ 8.51% |
$254K - $262K
|
36K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.82KNew |
$254K - $262K
|
2.82K
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.77K+ 2.83% |
$249K - $257K
|
101K
$9.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.76K+ 1.69% |
$248K - $256K
|
166K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.62KNew |
$235K - $243K
|
2.62K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.57K+ 2.51% |
$231K - $238K
|
105K
$9.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.54KNew |
$229K - $236K
|
2.54K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.4KNew |
$216K - $223K
|
2.4K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.38K+ 5.3% |
$214K - $221K
|
47.3K
$4.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.38KNew |
$214K - $221K
|
2.38K
$222K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.38KNew |
$213K - $221K
|
2.38K
$222K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.35K+ 33.68% |
$212K - $219K
|
9.34K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
2.33K+ 2.51% |
$209K - $216K
|
94.9K
$8.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.29K+ 74.85% |
$206K - $213K
|
5.35K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.29K+ 81.79% |
$206K - $213K
|
5.09K
$475K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 67.33% |
$205K - $212K
|
5.68K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
2.19KNew |
$197K - $204K
|
2.19K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.11KNew |
$190K - $196K
|
2.11K
$197K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 2.09% |
$187K - $193K
|
101K
$9.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.04K+ 24.55% |
$184K - $190K
|
10.4K
$967K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.03K+ 4.98% |
$182K - $189K
|
42.8K
$3.99M
|
|
|
Oct 30, 2025
Q2 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2.01K+ 3.4% |
$181K - $187K
|
61.2K
$5.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.97K+ 55.87% |
$177K - $183K
|
5.49K
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.9K+ 3.24% |
$170K - $176K
|
60.5K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.86K+ 2.19% |
$167K - $172K
|
86.7K
$8.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.84K+ 2.42% |
$166K - $171K
|
78K
$7.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.78K+ 19.64% |
$160K - $165K
|
10.8K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.78K+ 4.49% |
$160K - $165K
|
41.4K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.73K+ 3.3% |
$155K - $160K
|
54K
$5.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.69K+ 2.56% |
$152K - $157K
|
67.7K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.66K+ 15.3% |
$149K - $154K
|
12.5K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.62K+ 280.0% |
$146K - $151K
|
2.2K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.47K+ 1.09% |
$132K - $137K
|
136K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.47K+ 26.57% |
$132K - $136K
|
6.99K
$652K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 31.72% |
$123K - $128K
|
5.71K
$532K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.37K+ 19628.57% |
$123K - $128K
|
1.38K
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.34K+ 8.92% |
$120K - $124K
|
16.3K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.31K+ 2.88% |
$117K - $121K
|
46.7K
$4.36M
|
|