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Baldwin Wealth Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-106
Closed -$10.2K – 668
2024
Q3 		$10.2K Buy
+106
New +$10.1K ﹤0.01% 797

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TCM
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Bank of America
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldwin Wealth Partners's LDUR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 106 shares — an estimated $10.2K sold.

Baldwin Wealth Partners first reported a position in LDUR in Q3 2024 and held it in 1 quarter. The position peaked at $10.2K in Q3 2024. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 106 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $10.2K.
  • Baldwin Wealth Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $10.2K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.