AIFG Consultants’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

AIFG Consultants’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 Q4	$4.12M	Sell	42,954 -76	-0.2%	-$7.3K	7.08%	3
2025 Q3	$4.14M	Buy	43,030 +1,225	+3%	+$117K	7.29%	3
2025 Q2	$4.01M	Buy	41,805 +876	+2%	+$83.6K	7.81%	2
2025 Q1	$3.93M	Sell	40,929 -1,638	-4%	-$156K	6.47%	2
2024 Q4	$4.04M	Buy	+42,567	New	+$4.05M	6.6%	2
2023 Q3	–	Sell	-110,888	Closed	-$10.4M	–	40
2023 Q2	$10.4M	Buy	110,888 +891	+0.8%	+$84.1K	8.34%	3
2023 Q1	$10.4M	Buy	109,997 +29,461	+37%	+$2.78M	8.84%	2
2022 Q4	$7.59M	Buy	+80,536	New	+$7.57M	7.39%	6

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AIFG Consultants's LDUR Position: Q4 2025 in Review

AIFG Consultants reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.18% in Q4 2025, selling an estimated $7.3K and leaving 42,954 shares worth $4.12M. The position accounts for 7.08% of the portfolio, ranked #3.

AIFG Consultants first reported a position in LDUR in Q4 2022 and has held it in 8 quarters since. The position peaked at $10.4M in Q1 2023. 165 funds tracked by Wall St. Rank hold LDUR as of Q4 2025.

AIFG Consultants held 42,954 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $4.12M as of Q4 2025.
AIFG Consultants sold 76 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2025, an estimated $7.3K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 7.08% of AIFG Consultants's portfolio in Q4 2025, its #3 holding.
AIFG Consultants first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
AIFG Consultants's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $10.4M in Q1 2023.
165 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.