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

Baird Financial Group’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
2023 Q1	–	Sell	-9,084	Closed	-$856K	–	1723
2022 Q4	$856K	Buy	+9,084	New	+$854K	﹤0.01%	1110
2021 Q1	–	Sell	-3,581	Closed	-$365K	–	1704
2020 Q4	$365K	Sell	3,581 -49,403	-93%	-$5.04M	﹤0.01%	1312
2020 Q3	$5.41M	Sell	52,984 -1,108	-2%	-$113K	0.02%	474
2020 Q2	$5.51M	Sell	54,092 -6,010	-10%	-$602K	0.02%	455
2020 Q1	$5.95M	Buy	+60,102	New	+$5.99M	0.03%	413

Other funds holding LDUR

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's LDUR Position: Q1 2023 in Review

Baird Financial Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2023, closing a stake of 9,084 shares — an estimated $856K sold.

Baird Financial Group first reported a position in LDUR in Q1 2020 and held it in 5 quarters. The position peaked at $5.95M in Q1 2020. 160 funds tracked by Wall St. Rank hold LDUR as of Q1 2023.

Baird Financial Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Baird Financial Group sold 9,084 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2023, an estimated $856K.
Baird Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2020 and held it in 5 quarters.
Baird Financial Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $5.95M in Q1 2020.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.