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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
175+ 6.02% |
$15.7K - $16.3K
|
3.08K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
153+ 1.17% |
$13.8K - $14.2K
|
13.3K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
144+ 2.6% |
$12.9K - $13.4K
|
5.68K
$530K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
142+ 0.56% |
$12.8K - $13.2K
|
25.4K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
124+ 52.99% |
$11.1K - $11.5K
|
358
$33.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
105+ 39.03% |
$9.44K - $9.76K
|
374
$34.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
81+ 3.27% |
$7.28K - $7.53K
|
2.56K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
81New |
$7.28K - $7.53K
|
81
$7.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
71+ 0.07% |
$6.38K - $6.6K
|
101K
$9.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
60+ 2.66% |
$5.39K - $5.58K
|
2.32K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 1.11% |
$4.49K - $4.65K
|
4.56K
$425K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46+ 8.81% |
$4.13K - $4.27K
|
568
$53K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45+ 0.87% |
$4.04K - $4.18K
|
5.19K
$484K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
41+ 7.22% |
$3.68K - $3.81K
|
609
$56.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.3% |
$3.42K - $3.53K
|
2.95K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
37+ 1.31% |
$3.33K - $3.44K
|
2.85K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
36+ 0.95% |
$3.24K - $3.35K
|
3.84K
$359K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
34New |
$3.06K - $3.16K
|
34
$3.17K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32+ 4.83% |
$2.88K - $2.97K
|
694
$64.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
26New |
$2.34K - $2.42K
|
26
$2.43K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 1.26% |
$1.98K - $2.04K
|
1.77K
$165K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.39% |
$1.89K - $1.95K
|
5.44K
$508K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
16New |
$1.44K - $1.49K
|
16
$1.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.44% |
$629 - $651
|
1.61K
$150K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.15% |
$359 - $372
|
2.74K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.04% |
$89.9 - $92.9
|
2.58K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.2% |
$89.9 - $92.9
|
508
$47.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 2.86% |
$89.9 - $92.9
|
36
$3.36K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 0.29% |
$89.9 - $92.9
|
349
$32.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1+ 0.04% |
$89.9 - $92.9
|
2.4K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.42% |
$1.08K - $1.12K
|
2.84K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-15- 0.21% |
$1.35K - $1.39K
|
7.11K
$663K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 1.73% |
$1.8K - $1.86K
|
1.13K
$106K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-20- 0.7% |
$1.8K - $1.86K
|
2.83K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21- 6.07% |
$1.89K - $1.95K
|
325
$30.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-22- 0.09% |
$1.98K - $2.04K
|
24.8K
$2.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-23- 0.92% |
$2.07K - $2.14K
|
2.47K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23- 3.8% |
$2.07K - $2.14K
|
582
$54.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-30- 15.63% |
$2.7K - $2.79K
|
162
$15.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-38- 18.01% |
$3.42K - $3.53K
|
173
$16.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 50.56% |
$4.04K - $4.18K
|
44
$4.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-50- 0.28% |
$4.49K - $4.65K
|
18K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-55- 2.02% |
$4.94K - $5.11K
|
2.67K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-55- 1.55% |
$4.94K - $5.11K
|
3.5K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-61- 9.97% |
$5.48K - $5.67K
|
551
$51.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65- 6.69% |
$5.84K - $6.04K
|
906
$84.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-77- 1.75% |
$6.92K - $7.16K
|
4.32K
$403K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-79- 0.7% |
$7.1K - $7.34K
|
11.2K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-99- 2.22% |
$8.9K - $9.2K
|
4.37K
$408K
|
|