Caldwell Trust’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Caldwell Trust’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.17K	Hold	54
2025 Q1	$5.18K	Hold	54
2024 Q4	$5.13K	Buy	+54