Latest Institutional Transactions on Pimco Active Bond Exchange Tra (BOND)
This table provides information on the latest institutional transactions involving Pimco Active Bond Exchange Tra (BOND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.9K+ 20.89% |
$4.94M - $5.11M
|
318K
$29.2M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53.4K- 10.5% |
$4.8M - $4.96M
|
456K
$41.9M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.7K- 48.64% |
$2.22M - $2.29M
|
26.1K
$2.4M
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-2.53K- 11.57% |
$227K - $235K
|
19.3K
$1.78M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.8K- 10.12% |
$162K - $167K
|
16K
$1.47M
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.47K- 15.9% |
$132K - $137K
|
7.79K
$716K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-38- 18.01% |
$3.42K - $3.53K
|
173
$15.9K
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
716+ 20.68% |
$64.3K - $66.5K
|
4.18K
$384K
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-400- 11.22% |
$35.9K - $37.2K
|
3.17K
$291K
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-601- 6.9% |
$54K - $55.9K
|
8.11K
$746K
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-186- 1.58% |
$16.7K - $17.3K
|
11.6K
$1.07M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
59.9K+ 4.72% |
$5.38M - $5.56M
|
1.33M
$122M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3K+ 26.22% |
$269K - $278K
|
14.4K
$1.33M
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 43.18% |
$339K - $351K
|
4.97K
$457K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
883+ 1.03% |
$79.4K - $82.1K
|
86.9K
$8M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
32.1K+ 17.13% |
$2.89M - $2.98M
|
220K
$20.2M
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-394- 1.41% |
$35.4K - $36.6K
|
27.5K
$2.53M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.8K- 3.25% |
$342K - $353K
|
113K
$10.4M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.5K- 9.03% |
$4.45M - $4.6M
|
498K
$45.9M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46+ 8.81% |
$4.13K - $4.27K
|
568
$52.3K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
619+ 14.27% |
$55.6K - $57.5K
|
4.96K
$456K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-354- 7.64% |
$31.8K - $32.9K
|
4.28K
$394K
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-504- 4.46% |
$45.3K - $46.8K
|
10.8K
$994K
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.61K- 53.33% |
$504K - $521K
|
4.91K
$452K
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
144+ 2.6% |
$12.9K - $13.4K
|
5.68K
$523K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.71K- 10.56% |
$154K - $159K
|
14.5K
$1.33M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172K+ 26.6% |
$15.4M - $16M
|
818K
$75.2M
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-225K- 99.01% |
$20.2M - $20.9M
|
2.25K
$207K
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
105+ 39.03% |
$9.44K - $9.76K
|
374
$34.4K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-876- 1.16% |
$78.7K - $81.4K
|
74.9K
$6.9M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
252New |
$22.6K - $23.4K
|
252
$23.2K
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.97K+ 55.87% |
$177K - $183K
|
5.49K
$505K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-234- 3.18% |
$21K - $21.7K
|
7.14K
$656K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8.5K- 7.04% |
$764K - $790K
|
112K
$10.3M
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
920+ 6.78% |
$82.7K - $85.5K
|
14.5K
$1.33M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.23K- 7.74% |
$380K - $393K
|
50.4K
$4.64M
|
|
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 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.3% |
$3.42K - $3.53K
|
2.95K
$271K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-432- 34.39% |
$38.8K - $40.1K
|
824
$75.8K
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-802- 0.63% |
$72.1K - $74.5K
|
127K
$11.6M
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
556+ 1.31% |
$50K - $51.7K
|
43K
$3.95M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.3K- 98.98% |
$1.19M - $1.23M
|
136
$12.5K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
153+ 1.17% |
$13.8K - $14.2K
|
13.3K
$1.22M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 50.56% |
$4.04K - $4.18K
|
44
$4.05K
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
519+ 4.68% |
$46.6K - $48.2K
|
11.6K
$1.07M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.42% |
$1.08K - $1.12K
|
2.84K
$261K
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.01K+ 30.83% |
$540K - $558K
|
25.5K
$2.35M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
543+ 5.18% |
$48.8K - $50.5K
|
11K
$1.01M
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
60.1K+ 19.11% |
$5.4M - $5.59M
|
375K
$34.5M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.54KNew |
$229K - $236K
|
2.54K
$234K
|