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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
602New |
$54.1K - $55.9K
|
602
$56.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215KNew |
$19.4M - $20M
|
215K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-276- 5.1% |
$24.8K - $25.6K
|
5.13K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-110- 3.87% |
$9.89K - $10.2K
|
2.73K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-50- 0.28% |
$4.49K - $4.65K
|
18K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
16.1KNew |
$1.45M - $1.5M
|
16.1K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.7KNew |
$2.31M - $2.39M
|
25.7K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
60+ 2.66% |
$5.39K - $5.58K
|
2.32K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
124+ 52.99% |
$11.1K - $11.5K
|
358
$33.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.49K- 3.53% |
$224K - $231K
|
68.1K
$6.35M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-605- 6.51% |
$54.4K - $56.2K
|
8.68K
$810K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.79K- 54.1% |
$161K - $166K
|
1.52K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 2.86% |
$89.9 - $92.9
|
36
$3.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.82KNew |
$254K - $262K
|
2.82K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-970- 3.77% |
$87.2K - $90.1K
|
24.7K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.9K+ 20.89% |
$4.94M - $5.11M
|
318K
$29.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-38- 18.01% |
$3.42K - $3.53K
|
173
$16.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-400- 11.22% |
$35.9K - $37.2K
|
3.17K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-225K- 99.01% |
$20.2M - $20.9M
|
2.25K
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
252New |
$22.6K - $23.4K
|
252
$23.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.97K+ 55.87% |
$177K - $183K
|
5.49K
$512K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-432- 34.39% |
$38.8K - $40.1K
|
824
$76.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.3K- 98.98% |
$1.19M - $1.23M
|
136
$12.7K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 50.56% |
$4.04K - $4.18K
|
44
$4.11K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.54KNew |
$229K - $236K
|
2.54K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-55- 1.55% |
$4.94K - $5.11K
|
3.5K
$326K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.2% |
$89.9 - $92.9
|
508
$47.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-23- 0.92% |
$2.07K - $2.14K
|
2.47K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
613New |
$55.1K - $57K
|
613
$57.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
3.03KNew |
$272K - $281K
|
3.03K
$282K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-436- 10.57% |
$39.2K - $40.5K
|
3.69K
$344K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.7K- 57.33% |
$2.94M - $3.04M
|
24.3K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65- 6.69% |
$5.84K - $6.04K
|
906
$84.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-242- 12.72% |
$21.7K - $22.5K
|
1.66K
$155K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$18K - $18.6K
|
200
$18.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-696- 21.66% |
$62.5K - $64.7K
|
2.52K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-135- 99.26% |
$12.1K - $12.5K
|
1
$93.3
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-696- 21.66% |
$62.5K - $64.7K
|
2.52K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7.98KNew |
$717K - $741K
|
7.98K
$744K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23- 3.8% |
$2.07K - $2.14K
|
582
$54.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.09K+ 10831.91% |
$458K - $473K
|
5.14K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21- 6.07% |
$1.89K - $1.95K
|
325
$30.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
508+ 7.45% |
$45.7K - $47.2K
|
7.33K
$684K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
197+ 1.87% |
$17.7K - $18.3K
|
10.7K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.62KNew |
$235K - $243K
|
2.62K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.05K+ 11.04% |
$454K - $469K
|
50.8K
$4.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-30- 15.63% |
$2.7K - $2.79K
|
162
$15.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
648New |
$58.2K - $60.2K
|
648
$60.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32+ 4.83% |
$2.88K - $2.97K
|
694
$64.8K
|
|