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 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-109- 2.85% |
$9.8K - $10.1K
|
3.72K
$347K
|
|
|
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 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-113- 63.13% |
$10.2K - $10.5K
|
66
$6.16K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-135- 99.26% |
$12.1K - $12.5K
|
1
$93.3
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-157- 3.99% |
$14.1K - $14.6K
|
3.78K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-179- 4.42% |
$16.1K - $16.6K
|
3.87K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-186- 1.58% |
$16.7K - $17.3K
|
11.6K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-197- 5.02% |
$17.7K - $18.3K
|
3.73K
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-206- 3.23% |
$18.5K - $19.1K
|
6.18K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-220- 8.25% |
$19.8K - $20.4K
|
2.45K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-224- 1.67% |
$20.1K - $20.8K
|
13.2K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-234- 3.18% |
$21K - $21.7K
|
7.14K
$666K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-242- 12.72% |
$21.7K - $22.5K
|
1.66K
$155K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-254- 5.46% |
$22.8K - $23.6K
|
4.39K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-269- 4.6% |
$24.2K - $25K
|
5.58K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-276- 5.1% |
$24.8K - $25.6K
|
5.13K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-300- 7.3% |
$27K - $27.9K
|
3.81K
$355K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-348- 8.64% |
$31.3K - $32.3K
|
3.68K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-349- 6.72% |
$31.4K - $32.4K
|
4.84K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-354- 7.64% |
$31.8K - $32.9K
|
4.28K
$399K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-394- 1.41% |
$35.4K - $36.6K
|
27.5K
$2.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-400- 1.75% |
$35.9K - $37.2K
|
22.5K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-400- 11.22% |
$35.9K - $37.2K
|
3.17K
$295K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-432- 34.39% |
$38.8K - $40.1K
|
824
$76.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-436- 10.57% |
$39.2K - $40.5K
|
3.69K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-459- 4.17% |
$41.3K - $42.7K
|
10.5K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
SELL
|
- |
-473- 7.97% |
$42.5K - $44K
|
5.46K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-482- 18.09% |
$43.3K - $44.8K
|
2.18K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-484- 5.45% |
$43.5K - $45K
|
8.4K
$784K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-497- 8.11% |
$44.7K - $46.2K
|
5.63K
$525K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-504- 4.46% |
$45.3K - $46.8K
|
10.8K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-535- 4.06% |
$48.1K - $49.7K
|
12.6K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-591- 8.92% |
$53.1K - $54.9K
|
6.04K
$563K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-596- 4.54% |
$53.6K - $55.4K
|
12.5K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-601- 6.9% |
$54K - $55.9K
|
8.11K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-605- 6.51% |
$54.4K - $56.2K
|
8.68K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-612- 1.88% |
$55K - $56.9K
|
31.9K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-683- 39.21% |
$61.4K - $63.5K
|
1.06K
$98.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-696- 21.66% |
$62.5K - $64.7K
|
2.52K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-696- 21.66% |
$62.5K - $64.7K
|
2.52K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-770- 12.84% |
$69.2K - $71.6K
|
5.23K
$488K
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-802- 0.63% |
$72.1K - $74.5K
|
127K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-856- 6.73% |
$76.9K - $79.5K
|
11.9K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-876- 1.16% |
$78.7K - $81.4K
|
74.9K
$6.99M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-881- 1.49% |
$79.2K - $81.9K
|
58.1K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-910- 1.18% |
$81.8K - $84.6K
|
76.3K
$7.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-943- 4.38% |
$84.7K - $87.6K
|
20.6K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-970- 3.77% |
$87.2K - $90.1K
|
24.7K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-994- 3.69% |
$89.3K - $92.4K
|
26K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.12K- 23.85% |
$101K - $104K
|
3.59K
$334K
|
|