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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
442KNew |
$39.7M - $41.1M
|
442K
$40.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
227KNew |
$20.4M - $21.1M
|
227K
$20.9M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
216K+ 3299.53% |
$19.4M - $20.1M
|
222K
$20.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172K+ 26.6% |
$15.4M - $16M
|
818K
$75.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
98.6KNew |
$8.86M - $9.16M
|
98.6K
$9.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90.9KNew |
$8.17M - $8.44M
|
90.9K
$8.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
60.1K+ 19.11% |
$5.4M - $5.59M
|
375K
$34.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
59.9K+ 4.72% |
$5.38M - $5.56M
|
1.33M
$122M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
58K+ 19.67% |
$5.21M - $5.39M
|
353K
$32.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
56.5K+ 122.06% |
$5.08M - $5.25M
|
103K
$9.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.9K+ 20.89% |
$4.94M - $5.11M
|
318K
$29.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53.4K+ 147.58% |
$4.8M - $4.97M
|
89.7K
$8.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42.3K+ 9.43% |
$3.8M - $3.93M
|
490K
$45.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
40.8K+ 68.74% |
$3.67M - $3.79M
|
100K
$9.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35KNew |
$3.15M - $3.25M
|
35K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
32.6KNew |
$2.93M - $3.03M
|
32.6K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
32.1K+ 17.13% |
$2.89M - $2.98M
|
220K
$20.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
31.8K+ 241.18% |
$2.86M - $2.95M
|
45K
$4.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
18.8K+ 19.2% |
$1.69M - $1.75M
|
117K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
14.4K+ 412.88% |
$1.29M - $1.33M
|
17.8K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
13.6K+ 319.82% |
$1.22M - $1.26M
|
17.8K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 25.01% |
$1.21M - $1.25M
|
67.3K
$6.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 30.95% |
$1.19M - $1.24M
|
56.3K
$5.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.1K+ 16.32% |
$1.18M - $1.22M
|
93.4K
$8.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
12.4K+ 6.49% |
$1.12M - $1.16M
|
204K
$18.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
10.9K+ 131.56% |
$977K - $1.01M
|
19.1K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 24.07% |
$937K - $969K
|
53.7K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.3K+ 19.77% |
$928K - $959K
|
62.5K
$5.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
9.99K+ 8.07% |
$898K - $928K
|
134K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.95K+ 3.88% |
$894K - $925K
|
267K
$24.5M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9.93K+ 11.35% |
$892K - $922K
|
97.4K
$8.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.16K+ 20.16% |
$823K - $851K
|
54.6K
$5.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.7K+ 73.78% |
$782K - $808K
|
20.5K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7.98KNew |
$717K - $741K
|
7.98K
$734K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.76K+ 43.95% |
$698K - $722K
|
25.4K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.5KNew |
$674K - $697K
|
7.5K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
7.15K+ 15.47% |
$643K - $665K
|
53.4K
$4.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.67K+ 5.47% |
$600K - $620K
|
129K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.01K+ 30.83% |
$540K - $558K
|
25.5K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
5.9K+ 4.89% |
$530K - $548K
|
127K
$11.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.66K+ 14.02% |
$508K - $526K
|
46K
$4.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.52K+ 10.13% |
$496K - $513K
|
60K
$5.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.28K+ 52.22% |
$474K - $490K
|
15.4K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.09K+ 10831.91% |
$458K - $473K
|
5.14K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.09K+ 4.7% |
$457K - $473K
|
113K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.05K+ 11.04% |
$454K - $469K
|
50.8K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.98K+ 2.26% |
$448K - $463K
|
225K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.73K+ 4.3% |
$425K - $439K
|
115K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.59K+ 220.64% |
$412K - $426K
|
6.66K
$613K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.3K+ 7.77% |
$387K - $400K
|
59.7K
$5.49M
|