Beacon Financial Planning, Inc Pimco Active Bond Exchange Tra Transaction History

Beacon Financial Planning, Inc

$193 Billion
Q3 2025

A detailed history of Beacon Financial Planning, Inc transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 13,115 shares of BOND stock, worth $1.22 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

13,115

Previous 13,164 0.37%

Holding current value

$1.22 Million

Previous $1.21 Billion 0.89%

% of portfolio

0.63%

Previous 0.68%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$90.83 - $93.81 $4,450 - $4,596	-49 Reduced 0.37%	13,115 $1.22 Billion
Q2 2025 Jul 15, 2025	SELL	$89.87 - $92.93 $20,130 - $20,816	-224 Reduced 1.67%	13,164 $1.21 Billion
Q1 2025 Apr 24, 2025	SELL	$89.27 - $92.9 $181,218 - $188,587	-2,030 Reduced 13.17%	13,388 $1.24 Billion
Q4 2024 Jan 27, 2025	SELL	$90.42 - $94.5 $630,317 - $658,759	-6,971 Reduced 31.14%	15,418 $1.39 Billion
Q3 2024 Oct 24, 2024	SELL	$90.01 - $95.32 $136,185 - $144,219	-1,513 Reduced 6.33%	22,389 $2.12 Billion

Q2 2024 Jul 18, 2024	SELL	$89.04 - $91.74 $72,834 - $75,043	-818 Reduced 3.31%	23,902 $2.18 Billion
Q1 2024 Apr 22, 2024	SELL	$90.6 - $92.67 $57,168 - $58,474	-631 Reduced 2.49%	24,720 $2.27 Billion
Q4 2023 Jan 29, 2024	SELL	$85.36 - $93.18 $25,181 - $27,488	-295 Reduced 1.15%	25,351 $2.34 Billion
Q3 2023 Oct 24, 2023	SELL	$87.73 - $91.9 $78,430 - $82,158	-894 Reduced 3.37%	25,646 $2.25 Billion
Q2 2023 Jul 19, 2023	BUY	$90.82 - $93.46 $5,358 - $5,514	59 Added 0.22%	26,540 $2.43 Billion
Q1 2023 May 04, 2023	SELL	$90.4 - $94.23 $7,232 - $7,538	-80 Reduced 0.3%	26,481 $2.46 Billion
Q4 2022 Feb 15, 2023	BUY	$87.0 - $92.92 $2.31 Million - $2.47 Million	26,561 New	26,561 $2.4 Billion

Others Institutions Holding BOND

# of Institutions

524

Shares Held

52.6M

Call Options Held

15K

Put Options Held

View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
Sector ETFs
Industry ETFs

More about BOND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Account

Beacon Financial Planning, Inc Pimco Active Bond Exchange Tra Transaction History