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

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

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 15,418 shares of BOND stock, worth $1.41 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

15,418

Previous 22,389 31.14%

Holding current value

$1.41 Million

Previous $2.12 Billion 34.19%

% of portfolio

0.81%

Previous 1.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

474

Shares Held

44.9M

Call Options Held

Put Options Held

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About PIMCO ACTIVE BOND EXCHANGE TRA

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