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

Mark Sheptoff Financial Planning, LLC

$197 Million
Q3 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 375 shares of BOND stock, worth $34,987. This represents 0.02% of its overall portfolio holdings.

Number of Shares

375

Previous 374 0.27%

Holding current value

$34,987

Previous $34,000 2.94%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$90.83 - $93.81 $90 - $93	1 Added 0.27%	375 $35,000
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

523

Shares Held

52.3M

Call Options Held

15K

Put Options Held

View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

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