Bellevue Asset Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Bellevue Asset Management’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
2022 Q1	–	Sell	-738	Closed	-$74K	–	553
2021 Q4	$74K	Buy	738 +1	+0.1%	+$101	0.04%	139
2021 Q3	$75K	Buy	737 +1	+0.1%	+$102	0.05%	143
2021 Q2	$75K	Buy	+736	New	+$75K	0.05%	144

Other funds holding LDUR

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

EGWAG

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

HHGA

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

Bellevue Asset Management's LDUR Position: Q1 2022 in Review

Bellevue Asset Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2022, closing a stake of 738 shares — an estimated $74K sold.

Bellevue Asset Management first reported a position in LDUR in Q2 2021 and held it in 3 quarters. The position peaked at $75K in Q3 2021. 143 funds tracked by Wall St. Rank hold LDUR as of Q1 2022.

Bellevue Asset Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Bellevue Asset Management sold 738 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2022, an estimated $74K.
Bellevue Asset Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and held it in 3 quarters.
Bellevue Asset Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $75K in Q3 2021.
143 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2022.

Based on Bellevue Asset Management's 13F filing for Q1 2022, filed 11 May 2022.