Purchases and Sales Made in Q4 2021 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
463New |
$50.4K - $51.3K
|
463
$42.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
416+ 2.04% |
$45.3K - $46.1K
|
20.8K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
414New |
$45.1K - $45.8K
|
414
$37.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
394+ 8.1% |
$42.9K - $43.6K
|
5.26K
$478K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
382+ 13.22% |
$41.6K - $42.3K
|
3.27K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
362+ 2262.5% |
$39.4K - $40.1K
|
378
$34.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
272+ 2.73% |
$29.6K - $30.1K
|
10.2K
$929K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
244+ 2.1% |
$26.6K - $27K
|
11.8K
$1.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
218+ 6.09% |
$23.8K - $24.1K
|
3.8K
$345K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
206New |
$22.4K - $22.8K
|
206
$18.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200New |
$21.8K - $22.1K
|
200
$18.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
200+ 8.79% |
$21.8K - $22.1K
|
2.48K
$225K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
191+ 10.01% |
$20.8K - $21.1K
|
2.1K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
162+ 8.26% |
$17.6K - $17.9K
|
2.12K
$193K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
160+ 18.52% |
$17.4K - $17.7K
|
1.02K
$93.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
151+ 2.2% |
$16.5K - $16.7K
|
7.02K
$638K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
150New |
$16.3K - $16.6K
|
150
$13.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
140+ 1.92% |
$15.3K - $15.5K
|
7.45K
$677K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
140+ 6.22% |
$15.3K - $15.5K
|
2.39K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
135+ 11.64% |
$14.7K - $14.9K
|
1.3K
$118K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
125New |
$13.6K - $13.8K
|
125
$11.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
115+ 15.03% |
$12.5K - $12.7K
|
880
$80K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
103+ 0.73% |
$11.2K - $11.4K
|
14.3K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
95+ 0.42% |
$10.4K - $10.5K
|
22.5K
$2.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
92+ 1.87% |
$10K - $10.2K
|
5.01K
$455K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
91+ 6.6% |
$9.91K - $10.1K
|
1.47K
$134K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
82New |
$8.93K - $9.08K
|
82
$7.45K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.89% |
$8.39K - $8.52K
|
8.73K
$793K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
77+ 3.77% |
$8.39K - $8.52K
|
2.12K
$193K
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
76+ 2.75% |
$8.28K - $8.41K
|
2.84K
$258K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75+ 1.18% |
$8.17K - $8.3K
|
6.41K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
71New |
$7.74K - $7.86K
|
71
$6.45K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
63+ 1.07% |
$6.86K - $6.97K
|
5.97K
$542K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
62+ 1.78% |
$6.75K - $6.86K
|
3.55K
$323K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
55+ 0.78% |
$5.99K - $6.09K
|
7.11K
$646K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
55New |
$5.99K - $6.09K
|
55
$5K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
53+ 3.09% |
$5.77K - $5.87K
|
1.77K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
50+ 3.12% |
$5.45K - $5.54K
|
1.65K
$150K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
47+ 0.92% |
$5.12K - $5.2K
|
5.18K
$471K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
47+ 1.25% |
$5.12K - $5.2K
|
3.81K
$346K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
46+ 0.25% |
$5.01K - $5.09K
|
18.2K
$1.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
43+ 0.35% |
$4.68K - $4.76K
|
12.4K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
43+ 0.56% |
$4.68K - $4.76K
|
7.74K
$704K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
37+ 0.44% |
$4.03K - $4.1K
|
8.53K
$775K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
32New |
$3.49K - $3.54K
|
32
$2.91K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29+ 0.39% |
$3.16K - $3.21K
|
7.5K
$681K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
27+ 0.74% |
$2.94K - $2.99K
|
3.66K
$333K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 1.5% |
$2.61K - $2.66K
|
1.63K
$148K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
23+ 1.26% |
$2.51K - $2.55K
|
1.85K
$168K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
19New |
$2.07K - $2.1K
|
19
$1.73K
|