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 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-5- 0.02% |
$446 - $465
|
25.7K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 0.11% |
$536 - $557
|
5.52K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 0.5% |
$1.52K - $1.58K
|
3.39K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-19- 0.41% |
$1.7K - $1.77K
|
4.65K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-19- 0.07% |
$1.7K - $1.77K
|
27K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 77.42% |
$2.14K - $2.23K
|
7
$637
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-25- 0.99% |
$2.23K - $2.32K
|
2.49K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-31- 1.13% |
$2.77K - $2.88K
|
2.72K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-41- 0.54% |
$3.66K - $3.81K
|
7.52K
$684K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-49- 0.02% |
$4.37K - $4.55K
|
257K
$23.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-63- 58.33% |
$5.62K - $5.85K
|
45
$4.1K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-65- 1.83% |
$5.8K - $6.04K
|
3.48K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-66- 25.1% |
$5.89K - $6.13K
|
197
$17.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.75% |
$5.89K - $6.13K
|
8.74K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-71- 23.28% |
$6.34K - $6.6K
|
234
$21.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-76- 11.05% |
$6.78K - $7.06K
|
612
$55.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-77- 0.58% |
$6.87K - $7.15K
|
13.1K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-81- 0.81% |
$7.23K - $7.52K
|
9.92K
$903K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-84- 2.15% |
$7.5K - $7.8K
|
3.83K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-88- 2.49% |
$7.86K - $8.18K
|
3.45K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-104- 3.76% |
$9.28K - $9.66K
|
2.67K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105- 0.13% |
$9.37K - $9.75K
|
77.9K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-161- 1.41% |
$14.4K - $15K
|
11.3K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-183- 3.13% |
$16.3K - $17K
|
5.66K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-201- 0.16% |
$17.9K - $18.7K
|
127K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-203- 17.29% |
$18.1K - $18.9K
|
971
$88.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-230- 3.42% |
$20.5K - $21.4K
|
6.5K
$591K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-250- 4.41% |
$22.3K - $23.2K
|
5.42K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-251- 3.43% |
$22.4K - $23.3K
|
7.08K
$644K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-274- 4.87% |
$24.5K - $25.5K
|
5.36K
$487K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-276- 66.99% |
$24.6K - $25.6K
|
136
$12.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-292- 2.41% |
$26.1K - $27.1K
|
11.8K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-330- 7.21% |
$29.5K - $30.7K
|
4.25K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-351- 7.49% |
$31.3K - $32.6K
|
4.34K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-355- 1.08% |
$31.7K - $33K
|
32.5K
$2.95M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-390- 10.82% |
$34.8K - $36.2K
|
3.21K
$293K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-390- 10.82% |
$34.8K - $36.2K
|
3.21K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-390- 2.11% |
$34.8K - $36.2K
|
18.1K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-415- 2.97% |
$37K - $38.6K
|
13.6K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-437- 9.05% |
$39K - $40.6K
|
4.39K
$400K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-443- 15.57% |
$39.5K - $41.2K
|
2.4K
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-467- 14.07% |
$41.7K - $43.4K
|
2.85K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-505- 6.87% |
$45.1K - $46.9K
|
6.85K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-522- 50.0% |
$46.6K - $48.5K
|
522
$47.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-523- 3.63% |
$46.7K - $48.6K
|
13.9K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-565- 32.89% |
$50.4K - $52.5K
|
1.15K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-578- 7.61% |
$51.6K - $53.7K
|
7.02K
$639K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-625- 11.72% |
$55.8K - $58.1K
|
4.71K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-672- 0.66% |
$60K - $62.4K
|
100K
$9.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-808- 17.07% |
$72.1K - $75.1K
|
3.93K
$357K
|