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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
305+ 12.92% |
$27.2K - $28.3K
|
2.67K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
290+ 5.08% |
$25.9K - $26.9K
|
6K
$546K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
276+ 7.55% |
$24.6K - $25.6K
|
3.93K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
274+ 26.42% |
$24.5K - $25.5K
|
1.31K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
242+ 0.95% |
$21.6K - $22.5K
|
25.8K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
226+ 0.35% |
$20.2K - $21K
|
64.3K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
198+ 0.49% |
$17.7K - $18.4K
|
40.8K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
192New |
$17.1K - $17.8K
|
192
$17.5K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
159+ 0.37% |
$14.2K - $14.8K
|
43K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
151New |
$13.5K - $14K
|
151
$13.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
146+ 2.71% |
$13K - $13.6K
|
5.54K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
145+ 1.11% |
$12.9K - $13.5K
|
13.2K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
139+ 1.58% |
$12.4K - $12.9K
|
8.92K
$812K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
135+ 12.04% |
$12.1K - $12.5K
|
1.26K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113+ 171.21% |
$10.1K - $10.5K
|
179
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
107+ 0.58% |
$9.55K - $9.94K
|
18.6K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
104+ 3.79% |
$9.28K - $9.66K
|
2.85K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 4.3% |
$8.93K - $9.29K
|
2.42K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
85+ 1.92% |
$7.59K - $7.9K
|
4.51K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
74+ 0.85% |
$6.61K - $6.87K
|
8.83K
$804K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
66New |
$5.89K - $6.13K
|
66
$6.01K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
64+ 1.11% |
$5.71K - $5.95K
|
5.85K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
51+ 0.99% |
$4.55K - $4.74K
|
5.19K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
48+ 0.39% |
$4.28K - $4.46K
|
12.4K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
47New |
$4.2K - $4.37K
|
47
$4.28K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45+ 102.27% |
$4.02K - $4.18K
|
89
$8.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.25% |
$3.21K - $3.34K
|
2.91K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35+ 1.26% |
$3.12K - $3.25K
|
2.82K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
34+ 0.97% |
$3.04K - $3.16K
|
3.55K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
33+ 1.15% |
$2.95K - $3.07K
|
2.91K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
32+ 1.87% |
$2.86K - $2.97K
|
1.74K
$159K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
29New |
$2.59K - $2.69K
|
29
$2.64K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
25+ 5.19% |
$2.23K - $2.32K
|
507
$46.1K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.87K - $1.95K
|
21
$1.91K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.18K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 1.25% |
$625 - $650
|
568
$51.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$625 - $650
|
7
$637
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6+ 1.75% |
$536 - $557
|
348
$31.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.38% |
$536 - $557
|
1.6K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.04% |
$446 - $465
|
13.5K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5+ 0.1% |
$446 - $465
|
4.77K
$434K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.18% |
$446 - $465
|
2.74K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.65% |
$446 - $465
|
780
$71K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$268 - $279
|
2.27K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.08% |
$179 - $186
|
2.58K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2+ 0.75% |
$179 - $186
|
269
$24.5K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1+ 0.04% |
$89.3 - $92.9
|
2.4K
$218K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$89.3 - $92.9
|
4.47K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.05% |
$89.3 - $92.9
|
2.07K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.03% |
$179 - $186
|
7.37K
$671K
|