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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Halbert Hargrove Global Advisors's LDUR Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.34% in Q1 2026, selling an estimated $1.54K and leaving 4,692 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #66.

Halbert Hargrove Global Advisors first reported a position in LDUR in Q1 2022 and has held it in 17 quarters since. The position peaked at $121M in Q3 2022. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • Halbert Hargrove Global Advisors held 4,692 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $450K as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 16 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.54K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #66 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 17 quarters since.
  • Halbert Hargrove Global Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $121M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.