DB Wealth Management Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

DB Wealth Management Group’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
2023 Q4	$33.3K	Hold	351	–	–	0.02%	193
2023 Q3	$32.9K	Sell	351 -382	-52%	-$35.8K	0.02%	185
2023 Q2	$68.7K	Hold	733	–	–	0.04%	134
2023 Q1	$69.6K	Sell	733 -4	-0.5%	-$378	0.04%	129
2022 Q4	$69.5K	Hold	737	–	–	0.05%	127
2022 Q3	$70K	Hold	737	–	–	0.05%	122
2022 Q2	$71K	Hold	737	–	–	0.05%	129
2022 Q1	$72K	Sell	737 -715	-49%	-$71K	0.04%	143
2021 Q4	$146K	Sell	1,452 -48	-3%	-$4.86K	0.09%	101
2021 Q3	$153K	Sell	1,500 -1,875	-56%	-$191K	0.1%	99
2021 Q2	$343K	Buy	+3,375	New	+$344K	0.22%	71

Other funds holding LDUR

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

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

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

EGWAG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

DB Wealth Management Group's LDUR Position: Q4 2023 in Review

DB Wealth Management Group held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q4 2023 at 351 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #193.

DB Wealth Management Group first reported a position in LDUR in Q2 2021 and has held it in 11 quarters since. The position peaked at $343K in Q2 2021. 160 funds tracked by Wall St. Rank hold LDUR as of Q4 2023.

DB Wealth Management Group held 351 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $33.3K as of Q4 2023.
DB Wealth Management Group left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q4 2023.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #193 holding.
DB Wealth Management Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and has held it in 11 quarters since.
DB Wealth Management Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $343K in Q2 2021.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.