Purchases and Sales Made in Q2 2025 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ACTIVE BOND EXCHANGE TRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.21K+ 3.73% |
$109K - $113K
|
33.7K
$3.14M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.18K+ 24.75% |
$106K - $110K
|
5.95K
$555K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 12.78% |
$103K - $107K
|
10.1K
$946K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.05K+ 12.84% |
$94.2K - $97.4K
|
9.21K
$859K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
1.01KNew |
$91K - $94.1K
|
1.01K
$94.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 46.49% |
$90.9K - $94K
|
3.19K
$298K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
995+ 3.02% |
$89.4K - $92.5K
|
34K
$3.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
920+ 6.78% |
$82.7K - $85.5K
|
14.5K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
883+ 1.03% |
$79.4K - $82.1K
|
86.9K
$8.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
877+ 18.18% |
$78.8K - $81.5K
|
5.7K
$532K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
716+ 20.68% |
$64.3K - $66.5K
|
4.18K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
712+ 0.52% |
$64K - $66.2K
|
137K
$12.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700+ 6.42% |
$62.9K - $65.1K
|
11.6K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
668+ 10.28% |
$60K - $62.1K
|
7.17K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
667+ 6.57% |
$59.9K - $62K
|
10.8K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
648New |
$58.2K - $60.2K
|
648
$60.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
619+ 14.27% |
$55.6K - $57.5K
|
4.96K
$462K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
613New |
$55.1K - $57K
|
613
$57.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
602New |
$54.1K - $55.9K
|
602
$56.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
575+ 4.31% |
$51.7K - $53.4K
|
13.9K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
556+ 1.31% |
$50K - $51.7K
|
43K
$4.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
550+ 0.84% |
$49.4K - $51.1K
|
66.3K
$6.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
547+ 1.15% |
$49.2K - $50.8K
|
48.3K
$4.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
543+ 5.18% |
$48.8K - $50.5K
|
11K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
519+ 4.68% |
$46.6K - $48.2K
|
11.6K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
510+ 4.25% |
$45.8K - $47.4K
|
12.5K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
508+ 7.45% |
$45.7K - $47.2K
|
7.33K
$684K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
488+ 3.94% |
$43.9K - $45.3K
|
12.9K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
486+ 8.81% |
$43.7K - $45.2K
|
6K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
477+ 11.71% |
$42.9K - $44.3K
|
4.55K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
452+ 0.7% |
$40.6K - $42K
|
64.8K
$6.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
441+ 0.33% |
$39.6K - $41K
|
133K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
400+ 8.83% |
$35.9K - $37.2K
|
4.93K
$460K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
391+ 5.52% |
$35.1K - $36.3K
|
7.47K
$697K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.71% |
$33.9K - $35K
|
14.3K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
353+ 2.31% |
$31.7K - $32.8K
|
15.6K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
337+ 1.31% |
$30.3K - $31.3K
|
26.1K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
319+ 1.72% |
$28.7K - $29.6K
|
18.9K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
315+ 13.03% |
$28.3K - $29.3K
|
2.73K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
315+ 5.57% |
$28.3K - $29.3K
|
5.97K
$557K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
272+ 0.82% |
$24.4K - $25.3K
|
33.4K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
257+ 2.22% |
$23.1K - $23.9K
|
11.8K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
252New |
$22.6K - $23.4K
|
252
$23.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
243+ 18.54% |
$21.8K - $22.6K
|
1.55K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
229+ 9.16% |
$20.6K - $21.3K
|
2.73K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
219New |
$19.7K - $20.4K
|
219
$20.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$18K - $18.6K
|
200
$18.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
197+ 1.87% |
$17.7K - $18.3K
|
10.7K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
183+ 1.37% |
$16.4K - $17K
|
13.6K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
176+ 7.76% |
$15.8K - $16.4K
|
2.44K
$228K
|
|