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 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8.5K- 7.04% |
$764K - $790K
|
112K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-8.78K- 11.54% |
$789K - $816K
|
67.3K
$6.28M
|
|
|
Nov 14, 2025
Q2 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-9K- 14.66% |
$809K - $836K
|
52.4K
$4.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9.56K- 84.58% |
$859K - $888K
|
1.74K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.63K- 31.57% |
$865K - $895K
|
20.9K
$1.95M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.72K- 1.67% |
$874K - $904K
|
574K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.72K- 1.67% |
$874K - $904K
|
574K
$53.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-11K- 9.4% |
$987K - $1.02M
|
106K
$9.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 1.68% |
$1.15M - $1.19M
|
752K
$70.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.3K- 98.98% |
$1.19M - $1.23M
|
136
$12.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.5K- 7.3% |
$1.22M - $1.26M
|
172K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.4K- 16.04% |
$1.3M - $1.34M
|
75.5K
$7.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 3.37% |
$1.38M - $1.43M
|
442K
$41.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 15.46% |
$1.43M - $1.47M
|
86.8K
$8.1M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-17.5K- 71.94% |
$1.57M - $1.63M
|
6.83K
$637K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.9K- 14.59% |
$1.7M - $1.76M
|
111K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-19.9K- 21.97% |
$1.79M - $1.85M
|
70.8K
$6.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.2K- 18.86% |
$1.81M - $1.87M
|
86.7K
$8.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20.6K- 3.03% |
$1.85M - $1.91M
|
659K
$61.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.7K- 9.83% |
$1.86M - $1.92M
|
190K
$17.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.7K- 48.64% |
$2.22M - $2.29M
|
26.1K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26.9K- 10.3% |
$2.42M - $2.5M
|
234K
$21.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-28.3K- 11.56% |
$2.54M - $2.63M
|
216K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28.8K- 21.57% |
$2.59M - $2.67M
|
105K
$9.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-28.9K- 1.78% |
$2.6M - $2.68M
|
1.6M
$149M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.7K- 26.12% |
$2.67M - $2.76M
|
84.1K
$7.85M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-30.9K- 24.6% |
$2.78M - $2.88M
|
94.9K
$8.85M
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-32.8K- 20.19% |
$2.95M - $3.05M
|
130K
$12.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-46.5K- 97.21% |
$4.18M - $4.32M
|
1.34K
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.5K- 9.03% |
$4.45M - $4.6M
|
498K
$46.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53.4K- 10.5% |
$4.8M - $4.96M
|
456K
$42.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-54.9K- 87.88% |
$4.94M - $5.1M
|
7.58K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-55.2K- 62.96% |
$4.96M - $5.13M
|
32.5K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-56.7K- 72.81% |
$5.1M - $5.27M
|
21.2K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57.5K- 14.65% |
$5.17M - $5.34M
|
335K
$31.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-59.8K- 60.64% |
$5.38M - $5.56M
|
38.8K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-82.1K- 17.88% |
$7.38M - $7.63M
|
377K
$35.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87K- 38.22% |
$7.82M - $8.08M
|
141K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99.6K- 6.59% |
$8.95M - $9.26M
|
1.41M
$132M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-125K- 7.4% |
$11.2M - $11.6M
|
1.56M
$146M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-196K- 8.24% |
$17.6M - $18.2M
|
2.18M
$203M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-225K- 99.01% |
$20.2M - $20.9M
|
2.25K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-231K- 52.43% |
$20.7M - $21.4M
|
209K
$19.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-292K- 7.02% |
$26.2M - $27.1M
|
3.86M
$360M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-300K- 38.16% |
$27M - $27.9M
|
487K
$45.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-304K- 94.31% |
$27.3M - $28.2M
|
18.3K
$1.71M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-304K- 94.31% |
$27.3M - $28.2M
|
18.3K
$1.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-345K- 10.96% |
$31M - $32M
|
2.8M
$261M
|
|