Purchases and Sales Made in Q4 2025 in Pimco Active Bond Exchange Tra (BOND)

BOND Quotes by TradingView

This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 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
Jan 23, 2026 Q4 2025
Valley National Advisers Inc

BUY
 -
135K
+ 110.96%
$12.5M - $12.7M
256K $23.9M
Jan 22, 2026 Q4 2025
Bouvel Investment Partners, LLC

BUY
 -
85.7K
+ 56.37%
$7.97M - $8.11M
238K $22.2M
Jan 08, 2026 Q4 2025
Legacy Private Trust Co.

BUY
 -
55.3K
+ 23.17%
$5.15M - $5.23M
294K $27.5M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
44.6K
+ 10.15%
$4.15M - $4.22M
484K $45.1M
Jan 23, 2026 Q4 2025
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
42.2K
+ 11.17%
$3.93M - $3.99M
420K $39.2M
Jan 08, 2026 Q4 2025
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
40.9K
+ 32.64%
$3.8M - $3.87M
166K $15.5M
Jan 20, 2026 Q4 2025
Stratos Wealth Advisors, LLC

BUY
 -
32K
+ 32.82%
$2.98M - $3.02M
129K $12.1M
Jan 15, 2026 Q4 2025
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
22.2K
+ 18.89%
$2.07M - $2.1M
140K $13.1M
Jan 14, 2026 Q4 2025
Exchange Traded Concepts, LLC

BUY
 -
21.1K
+ 5.73%
$1.96M - $1.99M
390K $36.3M
Jan 21, 2026 Q4 2025
Hudson Capital Management LLC

BUY
 -
19.6K
+ 5.2%
$1.82M - $1.85M
395K $36.9M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
16.5K
+ 9.48%
$1.54M - $1.56M
191K $17.8M
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
14.3K
New
$1.33M - $1.35M
14.3K $1.33M
Jan 23, 2026 Q4 2025
Tectonic Advisors LLC

Plano, TX
BUY
 -
12.5K
+ 0.8%
$1.16M - $1.18M
1.59M $148M
Jan 14, 2026 Q4 2025
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
10.6K
+ 4.02%
$989K - $1.01M
275K $25.7M
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
9.82K
+ 3.83%
$913K - $928K
266K $24.8M
Jan 15, 2026 Q4 2025
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
9.3K
+ 1.93%
$865K - $880K
492K $45.9M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
8.98K
+ 210.24%
$835K - $849K
13.2K $1.24M
Jan 23, 2026 Q4 2025
Steph & CO

BUY
 -
8.78K
+ 7.01%
$816K - $830K
134K $12.5M
Jan 16, 2026 Q4 2025
Taylor & Morgan Wealth Management, LLC

BUY
 -
8.45K
+ 31.7%
$786K - $799K
35.1K $3.27M
Jan 20, 2026 Q4 2025
Westwood Wealth Management

BUY
 -
7.5K
New
$697K - $709K
7.5K $700K
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
7.33K
New
$681K - $693K
7.33K $684K
Jan 16, 2026 Q4 2025
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
6.4K
+ 6.29%
$595K - $605K
108K $10.1M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
6.4K
+ 7.66%
$595K - $605K
89.9K $8.39M
Jan 13, 2026 Q4 2025
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
5.83K
New
$542K - $551K
5.83K $544K
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
5.33K
+ 4.69%
$496K - $504K
119K $11.1M
Jan 23, 2026 Q4 2025
Smith, Moore & Co.

Clayton, MO
BUY
 -
4.4K
New
$410K - $416K
4.4K $411K
Jan 13, 2026 Q4 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
4.23K
+ 34.77%
$394K - $400K
16.4K $1.53M
Jan 15, 2026 Q4 2025
Adg Wealth Management Group, LLC

Metairie, LA
BUY
 -
4.19K
New
$389K - $396K
4.19K $391K
Jan 16, 2026 Q4 2025
Ivc Wealth Advisors LLC

BUY
 -
4.08K
New
$380K - $386K
4.08K $381K
Jan 23, 2026 Q4 2025
Sheridan Capital Management, LLC

San Rafael, CA
BUY
 -
3.74K
+ 3.1%
$348K - $354K
124K $11.6M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
3.72K
+ 7.59%
$346K - $352K
52.7K $4.92M
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.57K
+ 91.29%
$332K - $337K
7.47K $697K
Jan 21, 2026 Q4 2025
Jmac Enterprises LLC

BUY
 -
2.96K
+ 5.26%
$275K - $279K
59.1K $5.52M
Jan 16, 2026 Q4 2025
Kwmg, LLC

BUY
 -
2.83K
+ 2.01%
$263K - $268K
144K $13.4M
Jan 15, 2026 Q4 2025
Financial Planning Hawaii, Inc.

Honolulu, HI
BUY
 -
2.27K
New
$211K - $214K
2.27K $212K
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.23K
New
$207K - $211K
2.23K $208K
Jan 20, 2026 Q4 2025
Bam Wealth Management, LLC

Lakewood, CO
BUY
 -
2.2K
+ 3.42%
$205K - $208K
66.6K $6.21M
Jan 23, 2026 Q4 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.96K
+ 91.38%
$182K - $185K
4.11K $383K
Jan 06, 2026 Q4 2025
Freedom Financial Partners LLC

Oakdale, MN
BUY
 -
1.8K
+ 3.69%
$168K - $170K
50.6K $4.72M
Jan 23, 2026 Q4 2025
First Premier Bank

BUY
 -
1.64K
+ 105.66%
$153K - $155K
3.2K $298K
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.48K
+ 68.1%
$137K - $139K
3.64K $340K
Jan 13, 2026 Q4 2025
21 West Wealth Management LLC

Tustin, CA
BUY
 -
1.06K
+ 2.94%
$98.2K - $99.8K
37K $3.46M
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
1.04K
New
$96.4K - $98K
1.04K $96.8K
Jan 22, 2026 Q4 2025
Clear Creek Financial Management, LLC

BUY
 -
743
+ 5.68%
$69.1K - $70.3K
13.8K $1.29M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
492
+ 13.44%
$45.8K - $46.5K
4.15K $387K
Jan 20, 2026 Q4 2025
Ascent Group, LLC

BUY
 -
384
+ 2.23%
$35.7K - $36.3K
17.6K $1.64M
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
328
+ 2.13%
$30.5K - $31K
15.7K $1.46M
Jan 23, 2026 Q4 2025
Patten Group, Inc.

BUY
 -
304
+ 1.48%
$28.3K - $28.7K
20.8K $1.94M
Jan 23, 2026 Q4 2025
Eagle Bay Advisors LLC

New York, NY
BUY
 -
294
New
$27.3K - $27.8K
294 $27.4K

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