Mark Sheptoff Financial Planning, LLC Pimco Active Bond Exchange Tra Transaction History

Mark Sheptoff Financial Planning, LLC

$180 Million
Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 374 shares of BOND stock, worth $35,081. This represents 0.02% of its overall portfolio holdings.

Number of Shares

374

Previous 269 39.03%

Holding current value

$35,081

Previous $24,000 41.67%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$89.87 - $92.93 $9,436 - $9,757	105 Added 39.03%	374 $34,000
Q1 2025 May 13, 2025	BUY	$89.27 - $92.9 $178 - $185	2 Added 0.75%	269 $24,000
Q4 2024 Feb 11, 2025	BUY	$90.42 - $94.5 $271 - $283	3 Added 1.14%	267 $24,000
Q3 2024 Nov 14, 2024	SELL	$90.01 - $95.32 $15,841 - $16,776	-176 Reduced 40.0%	264 $24,000
Q2 2024 Aug 12, 2024	BUY	$89.04 - $91.74 $9,794 - $10,091	110 Added 33.33%	440 $40,000
Q1 2024 May 10, 2024	BUY	$90.6 - $92.67 $29,897 - $30,581	330 New	330 $30,000

Others Institutions Holding BOND

# of Institutions

527

Shares Held

50.8M

Call Options Held

6.2K

Put Options Held

3.2K

View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
Sector ETFs
Industry ETFs

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Mark Sheptoff Financial Planning, LLC Pimco Active Bond Exchange Tra Transaction History