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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.12K- 23.85% |
$101K - $104K
|
3.59K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.19K- 11.88% |
$107K - $110K
|
8.8K
$821K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.23K- 4.0% |
$111K - $114K
|
29.6K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.26K- 6.22% |
$113K - $117K
|
19K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.27K- 7.65% |
$114K - $118K
|
15.3K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 8.09% |
$116K - $120K
|
14.6K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.4K- 16.87% |
$126K - $130K
|
6.9K
$644K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.45K- 5.8% |
$130K - $135K
|
23.6K
$2.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.47K- 15.9% |
$132K - $137K
|
7.79K
$727K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.48K- 4.99% |
$133K - $138K
|
28.2K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.68K- 9.07% |
$151K - $156K
|
16.9K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.71K- 10.56% |
$154K - $159K
|
14.5K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.79K- 54.1% |
$161K - $166K
|
1.52K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.8K- 10.12% |
$162K - $167K
|
16K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.82K- 3.61% |
$163K - $169K
|
48.5K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.84K- 3.81% |
$165K - $171K
|
46.4K
$4.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.84K- 26.94% |
$166K - $171K
|
5K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.87K- 21.15% |
$168K - $174K
|
6.96K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.95K- 4.16% |
$176K - $182K
|
45.1K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.96K- 26.13% |
$176K - $182K
|
5.53K
$516K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.96K- 1.77% |
$177K - $183K
|
109K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.01K- 44.44% |
$181K - $187K
|
2.51K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.18K- 22.42% |
$196K - $202K
|
7.53K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.21K- 26.41% |
$199K - $205K
|
6.15K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.49K- 3.53% |
$224K - $231K
|
68.1K
$6.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.5K- 37.74% |
$225K - $232K
|
4.13K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-2.53K- 11.57% |
$227K - $235K
|
19.3K
$1.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.53K- 6.67% |
$227K - $235K
|
35.3K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.57K- 3.83% |
$231K - $239K
|
64.7K
$6.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.68K- 6.65% |
$241K - $249K
|
37.6K
$3.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.19K- 1.0% |
$286K - $296K
|
315K
$29.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-3.29K- 26.51% |
$295K - $305K
|
9.11K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.41K- 4.3% |
$306K - $316K
|
75.8K
$7.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.6K- 10.21% |
$324K - $335K
|
31.7K
$2.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-3.77K- 31.85% |
$339K - $350K
|
8.07K
$753K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.78K- 2.19% |
$339K - $351K
|
169K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 43.18% |
$339K - $351K
|
4.97K
$464K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.8K- 3.25% |
$342K - $353K
|
113K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.1K- 8.96% |
$368K - $381K
|
41.6K
$3.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.23K- 7.74% |
$380K - $393K
|
50.4K
$4.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-5.53K- 2.22% |
$497K - $513K
|
243K
$22.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.61K- 53.33% |
$504K - $521K
|
4.91K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 35.49% |
$523K - $541K
|
10.6K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.94K- 6.38% |
$534K - $552K
|
87.1K
$8.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-6.14K- 12.61% |
$552K - $571K
|
42.6K
$3.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.45K- 2.62% |
$580K - $600K
|
240K
$22.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.89K- 7.99% |
$619K - $641K
|
79.4K
$7.41M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.12K- 2.55% |
$640K - $662K
|
272K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7.19K- 49.25% |
$646K - $668K
|
7.41K
$691K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-7.25K- 14.83% |
$652K - $674K
|
41.7K
$3.89M
|
|