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

Castleview 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
2021 Q2	$1K	Buy	+7	New	+$713	﹤0.01%	887

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

HCM

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

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

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

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Castleview Partners's LDUR Position: Q2 2021 in Review

Castleview Partners opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2021: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings.

123 funds tracked by Wall St. Rank hold LDUR as of Q2 2021.

Castleview Partners held 7 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1K as of Q2 2021.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Castleview Partners position in Q2 2021.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #887 holding.
123 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.