Purchases and Sales Made in Q2 2021 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100+ 3.43% |
$11K - $11.1K
|
3.02K
$279K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
97+ 1.27% |
$10.6K - $10.8K
|
7.74K
$715K
|
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
96+ 0.34% |
$10.5K - $10.7K
|
28.6K
$2.64M
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83+ 5.05% |
$9.09K - $9.21K
|
1.73K
$160K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
82+ 6.46% |
$8.98K - $9.1K
|
1.35K
$125K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 2.47% |
$8.77K - $8.88K
|
3.32K
$306K
|
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
79+ 0.72% |
$8.66K - $8.77K
|
11K
$1.02M
|
|
|
Feb 13, 2025
Q2 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
74+ 2.42% |
$8.11K - $8.21K
|
3.13K
$289K
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
72+ 0.26% |
$7.89K - $7.99K
|
28K
$2.59M
|
|
|
Aug 05, 2021
Q2 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
41+ 0.29% |
$4.49K - $4.55K
|
14.2K
$1.31M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36+ 0.54% |
$3.94K - $3.99K
|
6.66K
$615K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33+ 0.72% |
$3.62K - $3.66K
|
4.59K
$424K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32+ 0.84% |
$3.51K - $3.55K
|
3.84K
$354K
|
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
28+ 0.08% |
$3.07K - $3.11K
|
34.7K
$3.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
25+ 0.3% |
$2.74K - $2.77K
|
8.49K
$784K
|
|
|
Jul 12, 2021
Q2 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
25+ 1.36% |
$2.74K - $2.77K
|
1.87K
$173K
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.84% |
$2.63K - $2.66K
|
2.88K
$266K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 3.99% |
$2.41K - $2.44K
|
573
$52.9K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21+ 1.9% |
$2.3K - $2.33K
|
1.13K
$104K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
18+ 0.28% |
$1.97K - $2K
|
6.4K
$591K
|
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
BUY
|
- |
13+ 0.58% |
$1.42K - $1.44K
|
2.26K
$209K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.02K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.63% |
$1.1K - $1.11K
|
1.59K
$147K
|
|
|
Jul 14, 2021
Q2 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
8+ 0.05% |
$877 - $888
|
15.7K
$1.45M
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.68% |
$767 - $777
|
1.04K
$96.3K
|
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.27% |
$657 - $666
|
2.21K
$204K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.59% |
$548 - $555
|
858
$79.2K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
2+ 0.59% |
$219 - $222
|
341
$31.5K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.74% |
$219 - $222
|
273
$25.2K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.47% |
$219 - $222
|
427
$39.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.03% |
$110 - $111
|
98
$9.05K
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.33% |
$110 - $111
|
305
$28.2K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-2- 1.68% |
$219 - $222
|
117
$10.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.37% |
$329 - $333
|
216
$19.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.25% |
$877 - $888
|
3.16K
$292K
|
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-12- 0.15% |
$1.31K - $1.33K
|
7.8K
$720K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-18- 5.57% |
$1.97K - $2K
|
305
$28.2K
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-20Closed |
$2.19K - $2.22K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-24- 0.6% |
$2.63K - $2.66K
|
3.96K
$366K
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-33- 0.29% |
$3.62K - $3.66K
|
11.4K
$1.05M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37- 0.5% |
$4.05K - $4.11K
|
7.38K
$682K
|
|
|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-39- 2.0% |
$4.27K - $4.33K
|
1.91K
$177K
|
|
|
Aug 16, 2021
Q2 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-45- 0.82% |
$4.93K - $4.99K
|
5.41K
$500K
|
|
|
Jul 16, 2021
Q2 2021
|
Addison Capital CO
|
SELL
|
- |
-52- 0.88% |
$5.7K - $5.77K
|
5.89K
$544K
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-52- 1.67% |
$5.7K - $5.77K
|
3.05K
$282K
|
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-53- 2.08% |
$5.81K - $5.88K
|
2.5K
$231K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 50.0% |
$6.57K - $6.66K
|
60
$5.54K
|
|
|
Aug 10, 2021
Q2 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-66- 1.73% |
$7.23K - $7.32K
|
3.76K
$347K
|
|
|
Jul 26, 2021
Q2 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-72- 0.05% |
$7.89K - $7.99K
|
158K
$14.5M
|