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Access Financial Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Access Financial Services’s Portfolio LDUR Stock Details LDUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-124,232
Closed -$11.9M – 101
2025
Q1 		$11.9M Buy
124,232
+16,330
+15% +$1.56M 4.8% 5
2024
Q4 		$10.2M Sell
107,902
-7,864
-7% -$749K 4.57% 3
2024
Q3 		$11.1M Sell
115,766
-9,706
-8% -$926K 5.1% 4
2024
Q2 		$11.9M Sell
125,472
-10,229
-8% -$966K 5.4% 4
2024
Q1 		$12.9M Sell
135,701
-6,372
-4% -$604K 5.75% 4
2023
Q4 		$13.5M Sell
142,073
-14,664
-9% -$1.38M 6.94% 3
2023
Q3 		$14.7M Sell
156,737
-5,864
-4% -$550K 8.8% 3
2023
Q2 		$15.2M Sell
162,601
-2,639
-2% -$249K 8.89% 3
2023
Q1 		$15.7M Sell
165,240
-1,471
-0.9% -$139K 9.53% 3
2022
Q4 		$15.7M Sell
166,711
-8,345
-5% -$784K 9.59% 3
2022
Q3 		$16.6M Sell
175,056
-5,681
-3% -$543K 10.74% 2
2022
Q2 		$17.4M Sell
180,737
-362
-0.2% -$35.1K 9.93% 2
2022
Q1 		$17.7M Buy
181,099
+61
+0% +$6.06K 8.4% 2
2021
Q4 		$18.2M Sell
181,038
-8,165
-4% -$826K 8.19% 2
2021
Q3 		$19.3M Sell
189,203
-23,168
-11% -$2.36M 8.69% 2
2021
Q2 		$21.6M Sell
212,371
-46,653
-18% -$4.75M 10.05% 1
2021
Q1 		$26.4M Buy
259,024
+15,576
+6% +$1.59M 12.38% 1
2020
Q4 		$24.8M Buy
243,448
+20,524
+9% +$2.09M 12.16% 1
2020
Q3 		$22.8M Buy
222,924
+24,920
+13% +$2.54M 12.3% 1
2020
Q2 		$20.2M Buy
198,004
+2,454
+1% +$246K 13.25% 1
2020
Q1 		$19.4M Buy
195,550
+57,347
+41% +$5.72M 15.43% 1
2019
Q4 		$13.8M Buy
138,203
+130,236
+1,635% +$13M 7.99% 2
2019
Q3 		$799K Buy
+7,967
New +$799K 0.57% 44

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Access Financial Services's LDUR Position: Q2 2025 in Review

Access Financial Services sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 124,232 shares — an estimated $11.9M sold.

Access Financial Services first reported a position in LDUR in Q3 2019 and held it in 23 quarters. The position peaked at $26.4M in Q1 2021. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

  • Access Financial Services reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Access Financial Services sold 124,232 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $11.9M.
  • Access Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2019 and held it in 23 quarters.
  • Access Financial Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $26.4M in Q1 2021.
  • 159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Access Financial Services's 13F filing for Q2 2025, filed 18 Jul 2025.