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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-810- 6.32% |
$72.3K - $75.2K
|
12K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-823- 7.55% |
$73.5K - $76.5K
|
10.1K
$917K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-841- 12.41% |
$75.1K - $78.1K
|
5.94K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-857- 7.82% |
$76.5K - $79.6K
|
10.1K
$920K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-857- 18.52% |
$76.5K - $79.6K
|
3.77K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-858- 2.12% |
$76.6K - $79.7K
|
39.6K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-897- 7.35% |
$80.1K - $83.3K
|
11.3K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-952- 81.23% |
$85K - $88.4K
|
220
$20K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-955- 12.68% |
$85.3K - $88.7K
|
6.58K
$598K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-975- 18.59% |
$87K - $90.6K
|
4.27K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-991- 3.11% |
$88.5K - $92.1K
|
30.8K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.04K- 1.14% |
$92.7K - $96.4K
|
89.9K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.13K- 1.21% |
$101K - $105K
|
92.5K
$8.42M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 36.22% |
$105K - $110K
|
2.08K
$189K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.2K- 3.04% |
$107K - $111K
|
38.2K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.25K- 2.53% |
$112K - $116K
|
48.2K
$4.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-1.29K- 24.16% |
$115K - $120K
|
4.05K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.31K- 21.59% |
$116K - $121K
|
4.74K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.36K- 1.89% |
$121K - $126K
|
70.6K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.54K- 4.79% |
$137K - $143K
|
30.5K
$2.78M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.57K- 30.85% |
$140K - $146K
|
3.52K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.58K- 0.84% |
$141K - $147K
|
187K
$17.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.6K- 88.34% |
$143K - $149K
|
211
$19.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.66K- 29.27% |
$148K - $154K
|
4.02K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 92.5% |
$154K - $160K
|
140
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83K- 28.34% |
$164K - $170K
|
4.64K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.89K- 1.31% |
$169K - $176K
|
143K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.9K- 7.11% |
$170K - $177K
|
24.9K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.92K- 1.43% |
$171K - $178K
|
132K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.95K- 2.51% |
$174K - $181K
|
75.8K
$6.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.03K- 13.17% |
$181K - $189K
|
13.4K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.09K- 0.45% |
$186K - $194K
|
458K
$41.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.09K- 1.85% |
$186K - $194K
|
111K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.14K- 16.17% |
$191K - $199K
|
11.1K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.15K- 18.82% |
$192K - $199K
|
9.26K
$843K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-2.3K- 22.17% |
$205K - $213K
|
8.06K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.35K- 5.5% |
$209K - $218K
|
40.3K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.45K- 1.3% |
$218K - $227K
|
185K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.65K- 3.23% |
$236K - $246K
|
79.2K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-2.65K- 48.28% |
$237K - $246K
|
2.84K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.88K- 20.11% |
$257K - $267K
|
11.4K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.1K- 56.16% |
$276K - $288K
|
2.42K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 16.51% |
$281K - $292K
|
15.9K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.21K- 7.03% |
$286K - $298K
|
42.4K
$3.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.65K- 39.78% |
$326K - $339K
|
5.53K
$503K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.68K- 45.91% |
$328K - $342K
|
4.33K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.87K- 6.7% |
$345K - $359K
|
53.8K
$4.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.35K- 8.69% |
$389K - $404K
|
45.7K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.6K- 5.07% |
$410K - $427K
|
86K
$7.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.62K- 2.61% |
$413K - $429K
|
173K
$15.7M
|