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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 2.09% |
$187K - $193K
|
101K
$9.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.96K- 1.77% |
$177K - $183K
|
109K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
31.8K+ 241.18% |
$2.86M - $2.95M
|
45K
$4.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 0.29% |
$89.9 - $92.9
|
349
$32.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 67.33% |
$205K - $212K
|
5.68K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42.3K+ 9.43% |
$3.8M - $3.93M
|
490K
$45.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-292K- 7.02% |
$26.2M - $27.1M
|
3.86M
$355M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.38KNew |
$214K - $221K
|
2.38K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-683- 39.21% |
$61.4K - $63.5K
|
1.06K
$97.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.7K- 57.33% |
$2.94M - $3.04M
|
24.3K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.7K- 9.83% |
$1.86M - $1.92M
|
190K
$17.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.59K+ 220.64% |
$412K - $426K
|
6.66K
$613K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65- 6.69% |
$5.84K - $6.04K
|
906
$83.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.9K+ 3.24% |
$170K - $176K
|
60.5K
$5.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.29K+ 74.85% |
$206K - $213K
|
5.35K
$493K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-242- 12.72% |
$21.7K - $22.5K
|
1.66K
$153K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.28K+ 52.22% |
$474K - $490K
|
15.4K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-770- 12.84% |
$69.2K - $71.6K
|
5.23K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-11K- 9.4% |
$987K - $1.02M
|
106K
$9.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$18K - $18.6K
|
200
$18.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
81+ 3.27% |
$7.28K - $7.53K
|
2.56K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.52K+ 10.13% |
$496K - $513K
|
60K
$5.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-28.9K- 1.78% |
$2.6M - $2.68M
|
1.6M
$147M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
5.9K+ 4.89% |
$530K - $548K
|
127K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.26K+ 47.89% |
$293K - $302K
|
10.1K
$925K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.18K+ 24.75% |
$106K - $110K
|
5.95K
$547K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
575+ 4.31% |
$51.7K - $53.4K
|
13.9K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
243+ 18.54% |
$21.8K - $22.6K
|
1.55K
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-15- 0.21% |
$1.35K - $1.39K
|
7.11K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-856- 6.73% |
$76.9K - $79.5K
|
11.9K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.29K+ 81.79% |
$206K - $213K
|
5.09K
$468K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
486+ 8.81% |
$43.7K - $45.2K
|
6K
$552K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
10.9K+ 131.56% |
$977K - $1.01M
|
19.1K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.76K+ 43.95% |
$698K - $722K
|
25.4K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-99- 2.22% |
$8.9K - $9.2K
|
4.37K
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.27K- 7.65% |
$114K - $118K
|
15.3K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.3K+ 19.77% |
$928K - $959K
|
62.5K
$5.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-696- 21.66% |
$62.5K - $64.7K
|
2.52K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.73K+ 4.3% |
$425K - $439K
|
115K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-135- 99.26% |
$12.1K - $12.5K
|
1
$92
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
41+ 7.22% |
$3.68K - $3.81K
|
609
$56K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.5KNew |
$674K - $697K
|
7.5K
$690K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.66K+ 14.02% |
$508K - $526K
|
46K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
510+ 4.25% |
$45.8K - $47.4K
|
12.5K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-220- 8.25% |
$19.8K - $20.4K
|
2.45K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
7.15K+ 15.47% |
$643K - $665K
|
53.4K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9.56K- 84.58% |
$859K - $888K
|
1.74K
$160K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-696- 21.66% |
$62.5K - $64.7K
|
2.52K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
14.4K+ 412.88% |
$1.29M - $1.33M
|
17.8K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7.98KNew |
$717K - $741K
|
7.98K
$734K
|