Heirloom Wealth Management Pimco Active Bond Exchange Tra Transaction History

Heirloom Wealth Management

  • $401 Million
  • Q4 2025

A detailed history of Heirloom Wealth Management transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Heirloom Wealth Management holds 491,798 shares of BOND stock, worth $45.9 Million. This represents 11.44% of its overall portfolio holdings.

Number of Shares
491,798
Previous 482,494 1.93%
Holding current value
$45.9 Million
Previous $45 Million 1.87%
% of portfolio
11.44%
Previous 11.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$93.0 - $94.55 $865,272 - $879,693
9,304 Added 1.93%
491,798 $45.9 Million
Q3 2025

Nov 10, 2025
BUY
$90.83 - $93.81 $3.65 Million - $3.77 Million
40,231 Added 9.1%
482,494 $45 Million
Q2 2025

Jul 31, 2025
BUY
$89.87 - $92.93 $39.7 Million - $41.1 Million
442,263 New
442,263 $40.8 Million

Others Institutions Holding BOND

# of Institutions
526
Shares Held
52.5M
Call Options Held
15K
Put Options Held
0
View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

BOND Quotes by TradingView
  • Ticker BOND
  • Sector ETFs
  • Industry ETFs
More about BOND
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