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

Bedel Financial Consulting’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
2026 Q2	$279K	Buy	2,916 +75	+3%	+$7.16K	0.03%	255
2026 Q1	$272K	Hold	2,841	–	–	0.03%	240
2025 Q4	$273K	Hold	2,841	–	–	0.03%	235
2025 Q3	$273K	Hold	2,841	–	–	0.03%	230
2025 Q2	$272K	Hold	2,841	–	–	0.04%	228
2025 Q1	$271K	Hold	2,841	–	–	0.04%	223
2024 Q4	$271K	Hold	2,841	–	–	0.04%	220
2024 Q3	$273K	Hold	2,841	–	–	0.04%	210
2024 Q2	$269K	Sell	2,841 -200	-7%	-$18.9K	0.04%	208
2024 Q1	$288K	Hold	3,041	–	–	0.05%	200
2023 Q4	$288K	Sell	3,041 -100	-3%	-$9.39K	0.05%	190
2023 Q3	$294K	Hold	3,141	–	–	0.06%	178
2023 Q2	$294K	Hold	3,141	–	–	0.06%	183
2023 Q1	$298K	Hold	3,141	–	–	0.07%	168
2022 Q4	$296K	Buy	3,141 +360	+13%	+$33.8K	0.07%	166
2022 Q3	$259K	Buy	+2,781	New	+$266K	0.07%	171

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Bedel Financial Consulting's LDUR Position: Q2 2026 in Review

Bedel Financial Consulting increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 2.6% in Q2 2026, buying an estimated $7.16K and bringing the position to 2,916 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #255.

Bedel Financial Consulting first reported a position in LDUR in Q3 2022 and has held it in 16 quarters since. The position peaked at $298K in Q1 2023. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Bedel Financial Consulting held 2,916 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $279K as of Q2 2026.
Bedel Financial Consulting bought 75 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.16K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #255 holding.
Bedel Financial Consulting first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
Bedel Financial Consulting's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $298K in Q1 2023.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.