Community Bank’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Community Bank’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
2025 Q1	–	Sell	-1,000	Closed	-$95K	–	393
2024 Q4	$95K	Hold	1,000	–	–	0.01%	237
2024 Q3	$96K	Hold	1,000	–	–	0.01%	238
2024 Q2	$94.7K	Hold	1,000	–	–	0.01%	250
2024 Q1	$94.9K	Hold	1,000	–	–	0.01%	252
2023 Q4	$94.8K	Hold	1,000	–	–	0.01%	245
2023 Q3	$93.7K	Hold	1,000	–	–	0.01%	242
2023 Q2	$93.7K	Hold	1,000	–	–	0.01%	244
2023 Q1	$94.9K	Hold	1,000	–	–	0.01%	252
2022 Q4	$94.3K	Hold	1,000	–	–	0.01%	257
2022 Q3	$95K	Sell	1,000 -10,000	-91%	-$956K	0.01%	252
2022 Q2	$1.06M	Sell	11,000 -15,000	-58%	-$1.45M	0.15%	125
2022 Q1	$2.54M	Hold	26,000	–	–	0.31%	83
2021 Q4	$2.62M	Buy	26,000 +5,000	+24%	+$506K	0.3%	85
2021 Q3	$2.14M	Hold	21,000	–	–	0.26%	88
2021 Q2	$2.14M	Buy	21,000 +1,000	+5%	+$102K	0.25%	90
2021 Q1	$2.04M	Hold	20,000	–	–	0.25%	95
2020 Q4	$2.04M	Buy	20,000 +10,000	+100%	+$1.02M	0.28%	88
2020 Q3	$1.02M	Buy	+10,000	New	+$1.02M	0.15%	121

Other funds holding LDUR

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Community Bank's LDUR Position: Q1 2025 in Review

Community Bank sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 1,000 shares — an estimated $95K sold.

Community Bank first reported a position in LDUR in Q3 2020 and held it in 18 quarters. The position peaked at $2.62M in Q4 2021. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

Community Bank reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Community Bank sold 1,000 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $95K.
Community Bank first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and held it in 18 quarters.
Community Bank's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.62M in Q4 2021.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on Community Bank's 13F filing for Q1 2025, filed 21 Apr 2025.