Purchases and Sales Made in Q4 2025 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.23K+ 34.77% |
$394K - $400K
|
16.4K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.19KNew |
$389K - $396K
|
4.19K
$391K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.08KNew |
$380K - $386K
|
4.08K
$381K
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
3.74K+ 3.1% |
$348K - $354K
|
124K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.72K+ 7.59% |
$346K - $352K
|
52.7K
$4.92M
|
|
|
Jan 29, 2026
Q4 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.64K+ 8.09% |
$338K - $344K
|
48.6K
$4.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.57K+ 91.29% |
$332K - $337K
|
7.47K
$697K
|
|
|
Jan 30, 2026
Q4 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.1K+ 10.6% |
$288K - $293K
|
32.3K
$3.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.96K+ 5.26% |
$275K - $279K
|
59.1K
$5.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
2.83K+ 2.01% |
$263K - $268K
|
144K
$13.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.27KNew |
$211K - $214K
|
2.27K
$212K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$207K - $211K
|
2.23K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.2K+ 3.42% |
$205K - $208K
|
66.6K
$6.21M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 91.38% |
$182K - $185K
|
4.11K
$383K
|
|
|
Jan 30, 2026
Q4 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.9K+ 3.31% |
$177K - $180K
|
59.4K
$5.54M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.8K+ 3.69% |
$168K - $170K
|
50.6K
$4.72M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
1.64K+ 105.66% |
$153K - $155K
|
3.2K
$298K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 68.1% |
$137K - $139K
|
3.64K
$340K
|
|
|
Jan 27, 2026
Q4 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
1.38K+ 12.06% |
$128K - $130K
|
12.8K
$1.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.3K+ 9.3% |
$121K - $123K
|
15.2K
$1.42M
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.07K+ 5.37% |
$99.9K - $102K
|
21.1K
$1.97M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.06K+ 2.94% |
$98.2K - $99.8K
|
37K
$3.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.04KNew |
$96.4K - $98K
|
1.04K
$96.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
844+ 4.87% |
$78.5K - $79.8K
|
18.2K
$1.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
743+ 5.68% |
$69.1K - $70.3K
|
13.8K
$1.29M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
698+ 3.26% |
$64.9K - $66K
|
22.1K
$2.06M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
574+ 7.98% |
$53.4K - $54.3K
|
7.77K
$725K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
492+ 13.44% |
$45.8K - $46.5K
|
4.15K
$387K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
434+ 11.32% |
$40.4K - $41K
|
4.27K
$398K
|
|
|
Jan 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
432+ 3.42% |
$40.2K - $40.8K
|
13.1K
$1.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
385+ 0.55% |
$35.8K - $36.4K
|
69.9K
$6.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
384+ 2.23% |
$35.7K - $36.3K
|
17.6K
$1.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
328+ 2.13% |
$30.5K - $31K
|
15.7K
$1.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
304+ 1.48% |
$28.3K - $28.7K
|
20.8K
$1.94M
|
|
|
Jan 30, 2026
Q4 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
295+ 6.01% |
$27.4K - $27.9K
|
5.2K
$486K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
294New |
$27.3K - $27.8K
|
294
$27.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
288+ 129.73% |
$26.8K - $27.2K
|
510
$47.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
264+ 4.54% |
$24.6K - $25K
|
6.08K
$567K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
261+ 7.78% |
$24.3K - $24.7K
|
3.62K
$337K
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
161+ 4.67% |
$15K - $15.2K
|
3.61K
$337K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
124+ 2.7% |
$11.5K - $11.7K
|
4.72K
$440K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
100New |
$9.3K - $9.46K
|
100
$9.33K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52+ 7.07% |
$4.84K - $4.92K
|
788
$73.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
37+ 0.31% |
$3.44K - $3.5K
|
12K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
32+ 2.83% |
$2.98K - $3.03K
|
1.16K
$108K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 33.33% |
$1.4K - $1.42K
|
60
$5.6K
|
|
|
Jan 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12New |
$1.12K - $1.13K
|
12
$1.12K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
8+ 0.13% |
$744 - $756
|
6.09K
$568K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$651 - $662
|
4.12K
$384K
|
|
|
Jan 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4+ 0.07% |
$372 - $378
|
5.49K
$512K
|
|