Latest Institutional Transactions on Pimco Active Bond Exchange Tra (BOND)
This table provides information on the latest institutional transactions involving Pimco Active Bond Exchange Tra (BOND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7- 1.23% |
$636 - $657
|
561
$52.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13K+ 5.91% |
$1.18M - $1.22M
|
233K
$21.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-13- 1.4% |
$1.18K - $1.22K
|
913
$85.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.12K+ 2.44% |
$192K - $199K
|
88.8K
$8.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-213K- 94.45% |
$19.3M - $20M
|
12.5K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.35K+ 3.08% |
$668K - $690K
|
246K
$23M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.23K+ 20.52% |
$111K - $115K
|
7.2K
$671K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
64.4KNew |
$5.85M - $6.04M
|
64.4K
$6.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$257K - $265K
|
2.83K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
20.4K+ 45.33% |
$1.85M - $1.91M
|
65.3K
$6.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23+ 1.3% |
$2.09K - $2.16K
|
1.79K
$167K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.49K+ 3.3% |
$226K - $234K
|
78K
$7.27M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.2K- 36.0% |
$3.1M - $3.2M
|
60.7K
$5.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-92- 1.84% |
$8.36K - $8.63K
|
4.91K
$458K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
69+ 1.07% |
$6.27K - $6.47K
|
6.51K
$607K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3- 0.08% |
$272 - $281
|
3.77K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2.41K- 47.15% |
$219K - $226K
|
2.7K
$252K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.15% |
$363 - $375
|
2.75K
$256K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.37% |
$272 - $281
|
222
$20.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-175- 4.88% |
$15.9K - $16.4K
|
3.41K
$318K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
7+ 0.12% |
$636 - $657
|
6.08K
$567K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
86+ 1.16% |
$7.81K - $8.07K
|
7.5K
$699K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-7- 0.01% |
$636 - $657
|
109K
$10.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.82K+ 5.28% |
$256K - $264K
|
56.2K
$5.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.62K- 1.38% |
$238K - $245K
|
187K
$17.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.11% |
$1.27K - $1.31K
|
12.5K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
5.4KNew |
$490K - $506K
|
5.4K
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-386- 3.57% |
$35.1K - $36.2K
|
10.4K
$972K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.59K- 75.15% |
$144K - $149K
|
525
$49K
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-55- 0.35% |
$5K - $5.16K
|
15.5K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
99+ 0.9% |
$8.99K - $9.29K
|
11.1K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.25K- 9.99% |
$114K - $117K
|
11.3K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
120+ 0.53% |
$10.9K - $11.3K
|
22.6K
$2.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-730- 13.97% |
$66.3K - $68.5K
|
4.5K
$419K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.77K+ 7.88% |
$433K - $447K
|
65.3K
$6.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-5.97K- 4.71% |
$542K - $560K
|
121K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-12.1K- 16.17% |
$1.1M - $1.14M
|
62.8K
$5.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.63K- 3.62% |
$148K - $153K
|
43.4K
$4.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.61K+ 1.54% |
$146K - $151K
|
106K
$9.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.9K+ 2.81% |
$172K - $178K
|
69.6K
$6.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-583- 7.49% |
$53K - $54.7K
|
7.2K
$672K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
10.1K+ 52.69% |
$916K - $946K
|
29.2K
$2.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$257K - $266K
|
2.83K
$264K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.64K+ 3.03% |
$149K - $153K
|
55.6K
$5.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-6.68K- 11.88% |
$607K - $627K
|
49.6K
$4.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 5.54% |
$142K - $147K
|
26.6K
$2.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
296+ 5.21% |
$26.9K - $27.8K
|
5.98K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.98K+ 1.34% |
$270K - $279K
|
225K
$21M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.7K+ 2.99% |
$1.33M - $1.38M
|
505K
$47.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-13K- 41.14% |
$1.18M - $1.22M
|
18.7K
$1.74M
|
|