Simpli Fi, Inc. Pimco Active Bond Exchange Tra Transaction History

Simpli Fi, Inc.

$174 Million
Q1 2025

A detailed history of Simpli Fi, Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Simpli Fi, Inc. holds 205,032 shares of BOND stock, worth $18.9 Million. This represents 10.91% of its overall portfolio holdings.

Number of Shares

205,032

Holding current value

$18.9 Million

% of portfolio

10.91%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$89.27 - $92.9 $18.3 Million - $19 Million	205,032 New	205,032 $19 Million

Others Institutions Holding BOND

# of Institutions

487

Shares Held

49.1M

Call Options Held

Put Options Held

Cwm, LLC

4.15M
Shares

$382 Million
1.53% of portfolio
Morgan Stanley New York, NY

3.19M
Shares

$294 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.38M
Shares

$219 Million
0.07% of portfolio
Essential Planning, Llc. Portsmouth, NH

1.89M
Shares

$174 Million
1.15% of portfolio
Tectonic Advisors LLC Plano, TX

1.63M
Shares

$150 Million
9.86% of portfolio

View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
Sector ETFs
Industry ETFs

More about BOND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account