Hcr Wealth Advisors Pimco Active Bond Exchange Tra Transaction History

Hcr Wealth Advisors

$940 Million
Q3 2025

A detailed history of Hcr Wealth Advisors transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Hcr Wealth Advisors holds 10,717 shares of BOND stock, worth $999,896. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,717

Previous 10,717 -0.0%

Holding current value

$999,896

Previous $987,000 1.52%

% of portfolio

0.11%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$89.87 - $92.93 $17,704 - $18,307	197 Added 1.87%	10,717 $987,000
Q4 2023 Feb 09, 2024	SELL	$85.36 - $93.18 $94,237 - $102,870	-1,104 Reduced 9.5%	10,520 $972,000
Q3 2023 Oct 20, 2023	SELL	$87.73 - $91.9 $511,816 - $536,144	-5,834 Reduced 33.42%	11,624 $1.02 Million
Q2 2023 Aug 09, 2023	SELL	$90.82 - $93.46 $178,915 - $184,116	-1,970 Reduced 10.14%	17,458 $1.6 Million
Q1 2023 May 12, 2023	SELL	$90.4 - $94.23 $14,916 - $15,547	-165 Reduced 0.84%	19,428 $1.8 Million

Q2 2022 Aug 12, 2022	SELL	$93.11 - $101.59 $310,056 - $338,294	-3,330 Reduced 14.53%	19,593 $1.87 Million
Q1 2022 May 05, 2022	SELL	$100.7 - $108.94 $151,050 - $163,410	-1,500 Reduced 6.14%	22,923 $2.33 Million
Q4 2021 Feb 04, 2022	BUY	$108.95 - $110.71 $136,732 - $138,941	1,255 Added 5.42%	24,423 $2.67 Million
Q3 2021 Nov 02, 2021	BUY	$110.45 - $112.09 $932,750 - $946,600	8,445 Added 57.36%	23,168 $2.56 Million
Q2 2021 Jul 21, 2021	SELL	$109.57 - $110.96 $215,085 - $217,814	-1,963 Reduced 11.76%	14,723 $1.63 Million
Q1 2021 May 13, 2021	BUY	$109.13 - $113.04 $142,523 - $147,630	1,306 Added 8.49%	16,686 $1.83 Million
Q4 2020 Feb 04, 2021	BUY	$111.26 - $113.14 $801,628 - $815,173	7,205 Added 88.13%	15,380 $1.74 Million
Q3 2020 Nov 05, 2020	BUY	$111.39 - $113.1 $124,756 - $126,672	1,120 Added 15.88%	8,175 $919,000
Q2 2020 Jul 30, 2020	SELL	$106.13 - $111.67 $3,502 - $3,685	-33 Reduced 0.47%	7,055 $786,000
Q1 2020 May 08, 2020	BUY	$100.87 - $113.18 $139,200 - $156,188	1,380 Added 24.18%	7,088 $753,000
Q3 2019 Nov 07, 2019	BUY	$107.77 - $108.9 $3,556 - $3,593	33 Added 0.58%	5,708 $622,000
Q2 2019 Jul 25, 2019	SELL	N/A	-3,047 Reduced 34.93%	5,675 $610,000
Q1 2019 May 10, 2019	BUY	N/A	3,015 Added 52.83%	8,722 $599,000
Q2 2018 Aug 14, 2018	SELL	N/A	-990 Reduced 14.78%	5,707 $588,000
Q1 2018 May 15, 2018	BUY	N/A	1,032 Added 18.22%	6,697 $698,000
Q4 2017 Feb 13, 2018	BUY	N/A	5,665	5,665 $600,000

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

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Hcr Wealth Advisors Pimco Active Bond Exchange Tra Transaction History