Summit Investment Advisory Services, LLC Pimco Active Bond Exchange Tra Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 5,467 shares of BOND stock, worth $510,071. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,467
Previous 5,330 2.57%
Holding current value
$510,071
Previous $491 Million 3.88%
% of portfolio
0.2%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$90.83 - $93.81 $12,443 - $12,851
137 Added 2.57%
5,467 $510 Million
Q3 2025

Nov 03, 2025
BUY
$90.83 - $93.81 $484,123 - $500,007
5,330 New
5,330 $491 Million
Q1 2025

Apr 11, 2025
SELL
$89.27 - $92.9 $24,459 - $25,454
-274 Reduced 4.87%
5,355 $495 Million
Q4 2024

Jan 21, 2025
SELL
$90.42 - $94.5 $30,019 - $31,374
-332 Reduced 5.57%
5,629 $509 Million
Q3 2024

Oct 16, 2024
BUY
$90.01 - $95.32 $536,549 - $568,202
5,961 New
5,961 $564 Million
Q1 2024

Apr 18, 2024
SELL
$90.6 - $92.67 $101,653 - $103,975
-1,122 Reduced 21.19%
4,174 $383 Million
Q4 2023

Jan 18, 2024
SELL
$85.36 - $93.18 $5,719 - $6,243
-67 Reduced 1.25%
5,296 $490 Million
Q3 2023

Oct 10, 2023
BUY
$87.73 - $91.9 $23,160 - $24,261
264 Added 5.18%
5,363 $471 Million
Q2 2023

Jul 26, 2023
SELL
$90.82 - $93.46 $11,897 - $12,243
-131 Reduced 2.5%
5,099 $467 Million
Q1 2023

Apr 17, 2023
SELL
$90.4 - $94.23 $26,668 - $27,797
-295 Reduced 5.34%
5,230 $485 Million
Q4 2022

Feb 02, 2023
BUY
$87.0 - $92.92 $480,675 - $513,383
5,525 New
5,525 $500 Million

Others Institutions Holding BOND

# of Institutions
524
Shares Held
52.6M
Call Options Held
15K
Put Options Held
0
View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

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