Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Halbert Hargrove Global Advisors’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
Q3 		$518K Buy
5,504
+853
+18% +$81.1K 0.02% 68
2026
Q2 		$445K Sell
4,651
-41
-0.9% -$3.92K 0.02% 73
2026
Q1 		$450K Sell
4,692
-16
-0.3% -$1.54K 0.02% 66
2025
Q4 		$452K Buy
4,708
+714
+18% +$68.6K 0.02% 68
2025
Q3 		$384K Sell
3,994
-1,794
-31% -$172K 0.02% 73
2025
Q2 		$555K Sell
5,788
-435
-7% -$41.5K 0.03% 53
2025
Q1 		$597K Buy
6,223
+122
+2% +$11.7K 0.03% 53
2024
Q4 		$580K Sell
6,101
-2,436
-29% -$232K 0.03% 56
2024
Q3 		$819K Sell
8,537
-226
-3% -$21.6K 0.04% 52
2024
Q2 		$830K Buy
8,763
+379
+5% +$35.8K 0.05% 50
2024
Q1 		$795K Sell
8,384
-15,160
-64% -$1.44M 0.05% 54
2023
Q4 		$2.23M Buy
23,544
+14,004
+147% +$1.32M 0.15% 32
2023
Q3 		$894K Sell
9,540
-134,842
-93% -$12.6M 0.07% 43
2023
Q2 		$13.5M Sell
144,382
-1,007,593
-87% -$95.2M 0.99% 13
2023
Q1 		$109M Buy
1,151,975
+1,268
+0.1% +$120K 7.4% 4
2022
Q4 		$108M Sell
1,150,707
-128,392
-10% -$12.1M 7.75% 3
2022
Q3 		$121M Buy
1,279,099
+29,529
+2% +$2.82M 9.36% 3
2022
Q2 		$120M Buy
1,249,570
+1,020,138
+445% +$98.9M 8.89% 3
2022
Q1 		$22.4M Buy
+229,432
New +$22.8M 1.48% 15

Other funds holding LDUR

Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Copper Harbor Investment Advisors
Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Halbert Hargrove Global Advisors's LDUR Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 18% in Q3 2026, buying an estimated $81.1K and bringing the position to 5,504 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #68.

Halbert Hargrove Global Advisors first reported a position in LDUR in Q1 2022 and has held it in 19 quarters since. The position peaked at $121M in Q3 2022. 40 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

  • Halbert Hargrove Global Advisors held 5,504 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $518K as of Q3 2026.
  • Halbert Hargrove Global Advisors bought 853 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2026, an estimated $81.1K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #68 holding.
  • Halbert Hargrove Global Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and has held it in 19 quarters since.
  • Halbert Hargrove Global Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $121M in Q3 2022.
  • 40 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.