Purchases and Sales Made in Q1 2025 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.75KNew |
$156K - $162K
|
1.75K
$159K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.61K+ 17.31% |
$144K - $150K
|
10.9K
$993K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.52K+ 3.46% |
$135K - $141K
|
45.4K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.44K+ 1.36% |
$128K - $134K
|
107K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.44K+ 10.38% |
$128K - $133K
|
15.3K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.43K+ 53.28% |
$127K - $133K
|
4.11K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.42K+ 27.27% |
$127K - $132K
|
6.63K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.4K+ 58.01% |
$125K - $130K
|
3.81K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 19.94% |
$119K - $124K
|
8.01K
$729K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29K+ 23.34% |
$115K - $119K
|
6.8K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.28K+ 33.95% |
$114K - $118K
|
5.03K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 2.66% |
$110K - $115K
|
47.7K
$4.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.18K+ 16.57% |
$105K - $109K
|
8.27K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.16K+ 1.79% |
$104K - $108K
|
66K
$6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 4.06% |
$103K - $108K
|
29.7K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.04K+ 2.67% |
$92.7K - $96.4K
|
39.9K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01K+ 0.1% |
$90.3K - $93.9K
|
1.01M
$91.7M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1K+ 1.55% |
$89.3K - $92.9K
|
65.7K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
990+ 4.08% |
$88.4K - $92K
|
25.3K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
926New |
$82.7K - $86K
|
926
$84.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
913+ 8.9% |
$81.5K - $84.8K
|
11.2K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
894+ 7.77% |
$79.8K - $83.1K
|
12.4K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
875New |
$78.1K - $81.3K
|
875
$79.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
798+ 3.7% |
$71.2K - $74.1K
|
22.4K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
769+ 1.55% |
$68.6K - $71.4K
|
50.3K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
718+ 26.17% |
$64.1K - $66.7K
|
3.46K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
714+ 21.25% |
$63.7K - $66.3K
|
4.07K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706+ 6.49% |
$63K - $65.6K
|
11.6K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
700+ 24.84% |
$62.5K - $65K
|
3.52K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
650+ 27.96% |
$58K - $60.4K
|
2.98K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
618+ 10.72% |
$55.2K - $57.4K
|
6.38K
$581K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
610+ 14.01% |
$54.5K - $56.7K
|
4.96K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
605+ 2.71% |
$54K - $56.2K
|
22.9K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
586New |
$52.3K - $54.4K
|
586
$53.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
576+ 12.61% |
$51.4K - $53.5K
|
5.15K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
574+ 9566.67% |
$51.2K - $53.3K
|
580
$52.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
543+ 3.17% |
$48.5K - $50.4K
|
17.7K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
531+ 7.63% |
$47.4K - $49.3K
|
7.49K
$681K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
496+ 14.05% |
$44.3K - $46.1K
|
4.03K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
491+ 4.54% |
$43.8K - $45.6K
|
11.3K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
429+ 2.66% |
$38.3K - $39.9K
|
16.6K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
426New |
$38K - $39.6K
|
426
$38.8K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
422New |
$37.7K - $39.2K
|
422
$38.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
415+ 0.17% |
$37K - $38.6K
|
249K
$22.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
412+ 77.74% |
$36.8K - $38.3K
|
942
$85.7K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
402+ 2.54% |
$35.9K - $37.3K
|
16.2K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
397+ 3.22% |
$35.4K - $36.9K
|
12.7K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
393+ 4.53% |
$35.1K - $36.5K
|
9.06K
$825K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
360+ 3.15% |
$32.1K - $33.4K
|
11.8K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
343+ 3.22% |
$30.6K - $31.9K
|
11K
$1M
|