Clear Creek Financial Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Clear Creek Financial 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
2026 Q2	$448K	Sell	4,684 -354	-7%	-$33.8K	0.03%	436
2026 Q1	$483K	Sell	5,038 -787	-14%	-$75.5K	0.04%	399
2025 Q4	$559K	Sell	5,825 -10,926	-65%	-$1.05M	0.05%	352
2025 Q3	$1.61M	Sell	16,751 -9,856	-37%	-$944K	0.14%	147
2025 Q2	$2.55M	Sell	26,607 -1,840	-6%	-$176K	0.24%	95
2025 Q1	$2.73M	Sell	28,447 -1,928	-6%	-$184K	0.28%	76
2024 Q4	$2.89M	Sell	30,375 -1,479	-5%	-$141K	0.31%	72
2024 Q3	$3.06M	Buy	31,854 +30	+0.1%	+$2.86K	0.35%	60
2024 Q2	$3.01M	Sell	31,824 -335	-1%	-$31.6K	0.37%	62
2024 Q1	$3.05M	Sell	32,159 -527	-2%	-$50K	0.39%	56
2023 Q4	$3.1M	Sell	32,686 -667	-2%	-$62.7K	0.49%	40
2023 Q3	$3.13M	Buy	33,353 +216	+0.7%	+$20.2K	0.55%	40
2023 Q2	$3.11M	Sell	33,137 -15	-0%	-$1.42K	0.54%	40
2023 Q1	$3.15M	Buy	33,152 +716	+2%	+$67.7K	0.6%	38
2022 Q4	$3.06M	Buy	32,436 +329	+1%	+$30.9K	0.67%	35
2022 Q3	$3.04M	Sell	32,107 -207	-0.6%	-$19.8K	0.67%	32
2022 Q2	$3.1M	Buy	32,314 +2,063	+7%	+$200K	0.65%	35
2022 Q1	$2.95M	Buy	30,251 +217	+0.7%	+$21.6K	0.46%	58
2021 Q4	$3.02M	Buy	+30,034	New	+$3.04M	0.45%	52

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

Clear Creek Financial Management's LDUR Position: Q2 2026 in Review

Clear Creek Financial Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 7% in Q2 2026, selling an estimated $33.8K and leaving 4,684 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #436.

Clear Creek Financial Management first reported a position in LDUR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.15M in Q1 2023. 175 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Clear Creek Financial Management held 4,684 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $448K as of Q2 2026.
Clear Creek Financial Management sold 354 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $33.8K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #436 holding.
Clear Creek Financial Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
Clear Creek Financial Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.15M in Q1 2023.
175 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.