Purchases and Sales Made in Q2 2025 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ACTIVE BOND EXCHANGE TRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
216K+ 3299.53% |
$19.4M - $20.1M
|
222K
$20.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90.9KNew |
$8.17M - $8.44M
|
90.9K
$8.32M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
32.6KNew |
$2.93M - $3.03M
|
32.6K
$2.99M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9.93K+ 11.35% |
$892K - $922K
|
97.4K
$8.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.71% |
$33.9K - $35K
|
14.3K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 1.73% |
$1.8K - $1.86K
|
1.13K
$104K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-109- 2.85% |
$9.8K - $10.1K
|
3.72K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-254- 5.46% |
$22.8K - $23.6K
|
4.39K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-349- 6.72% |
$31.4K - $32.4K
|
4.84K
$443K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-28.3K- 11.56% |
$2.54M - $2.63M
|
216K
$19.8M
|