Purchases and Sales Made in Q2 2025 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
885KNew |
$79.6M - $82.3M
|
885K
$82.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
442KNew |
$39.7M - $41.1M
|
442K
$41.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 14.81% |
$24.1M - $24.9M
|
2.08M
$193M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
227KNew |
$20.4M - $21.1M
|
227K
$21.2M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
216K+ 3299.53% |
$19.4M - $20.1M
|
222K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215KNew |
$19.4M - $20M
|
215K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
180KNew |
$16.2M - $16.7M
|
180K
$16.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172K+ 26.6% |
$15.4M - $16M
|
818K
$76.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 10.09% |
$14.1M - $14.6M
|
1.72M
$160M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
137K+ 38.16% |
$12.3M - $12.7M
|
495K
$46.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
114K+ 38.4% |
$10.3M - $10.6M
|
411K
$38.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112K+ 84.75% |
$10.1M - $10.4M
|
245K
$22.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
98.6KNew |
$8.86M - $9.16M
|
98.6K
$9.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90.9KNew |
$8.17M - $8.44M
|
90.9K
$8.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
77.8K+ 48.36% |
$6.99M - $7.23M
|
239K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.8K+ 7.42% |
$6.72M - $6.95M
|
1.08M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
71.5K+ 8.2% |
$6.43M - $6.65M
|
944K
$88M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65K+ 2043.52% |
$5.84M - $6.04M
|
68.2K
$6.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
60.1K+ 19.11% |
$5.4M - $5.59M
|
375K
$34.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
59.9K+ 4.72% |
$5.38M - $5.56M
|
1.33M
$124M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
58K+ 19.67% |
$5.21M - $5.39M
|
353K
$32.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
57.5K+ 271.58% |
$5.17M - $5.35M
|
78.7K
$7.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
56.5K+ 122.06% |
$5.08M - $5.25M
|
103K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.6K+ 6.69% |
$4.99M - $5.16M
|
886K
$82.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.9K+ 20.89% |
$4.94M - $5.11M
|
318K
$29.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53.4K+ 147.58% |
$4.8M - $4.97M
|
89.7K
$8.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
51.6K+ 24.74% |
$4.63M - $4.79M
|
260K
$24.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42.3K+ 9.43% |
$3.8M - $3.93M
|
490K
$45.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
40.8K+ 68.74% |
$3.67M - $3.79M
|
100K
$9.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35KNew |
$3.15M - $3.25M
|
35K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
35K+ 20.96% |
$3.15M - $3.25M
|
202K
$18.8M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
32.6KNew |
$2.93M - $3.03M
|
32.6K
$3.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
32.1K+ 17.13% |
$2.89M - $2.98M
|
220K
$20.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
31.8K+ 241.18% |
$2.86M - $2.95M
|
45K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
30.9KNew |
$2.77M - $2.87M
|
30.9K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
30.6K+ 5.01% |
$2.75M - $2.84M
|
642K
$59.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.6KNew |
$2.66M - $2.75M
|
29.6K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
26.1K+ 34.49% |
$2.34M - $2.42M
|
102K
$9.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.7KNew |
$2.31M - $2.39M
|
25.7K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
22.4K+ 4.4% |
$2.01M - $2.08M
|
531K
$49.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21K+ 56.86% |
$1.89M - $1.95M
|
58K
$5.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
18.8K+ 19.2% |
$1.69M - $1.75M
|
117K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
18.5KNew |
$1.66M - $1.72M
|
18.5K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.7K+ 38.63% |
$1.59M - $1.65M
|
63.7K
$5.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
16.1K+ 17.59% |
$1.45M - $1.5M
|
108K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
16.1KNew |
$1.45M - $1.5M
|
16.1K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 9.07% |
$1.35M - $1.4M
|
181K
$16.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
14.4K+ 412.88% |
$1.29M - $1.33M
|
17.8K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
14.3KNew |
$1.28M - $1.32M
|
14.3K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.1K+ 138.6% |
$1.27M - $1.31M
|
24.3K
$2.27M
|