IFP Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
34,168
+2,981
| +10% | +$286K | 0.09% | 237 |
|
|
2025
Q1 | $2.99M | Buy |
31,187
+633
| +2% | +$60.8K | 0.09% | 250 |
|
|
2024
Q4 | $2.9M | Sell |
30,554
-229
| -0.7% | -$21.8K | 0.1% | 238 |
|
|
2024
Q3 | $2.95M | Buy |
30,783
+1,472
| +5% | +$141K | 0.11% | 215 |
|
|
2024
Q2 | $2.77M | Sell |
29,311
-1,106
| -4% | -$105K | 0.11% | 195 |
|
|
2024
Q1 | $2.89M | Buy |
30,417
+3,395
| +13% | +$322K | 0.13% | 174 |
|
|
2023
Q4 | $2.56M | Buy |
27,022
+934
| +4% | +$88.5K | 0.12% | 187 |
|
|
2023
Q3 | $2.45M | Buy |
26,088
+101
| +0.4% | +$9.47K | 0.11% | 196 |
|
|
2023
Q2 | $2.44M | Buy |
25,987
+12,424
| +92% | +$1.16M | 0.1% | 212 |
|
|
2023
Q1 | $1.35M | Sell |
13,563
-16,037
| -54% | -$1.59M | 0.06% | 310 |
|
|
2022
Q4 | $3.07M | Sell |
29,600
-29,825
| -50% | -$3.1M | 0.08% | 253 |
|
|
2022
Q3 | $5.92M | Buy |
59,425
+34,178
| +135% | +$3.4M | 0.15% | 137 |
|
|
2022
Q2 | $2.52M | Hold |
25,247
| – | – | 0.08% | 292 |
|
|
2022
Q1 | $2.52M | Buy |
25,247
+25,237
| +252,370% | +$2.52M | 0.08% | 292 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2994 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2991 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2879 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2803 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2750 |
|
|
2020
Q3 | $1K | Sell |
10
-9
| -47% | -$900 | ﹤0.01% | 2631 |
|
|
2020
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 2379 |
|
|
2020
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 2341 |
|
|
2019
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 2513 |
|
|
2016
Q4 | – | Sell |
-642
| Closed | -$65K | – | 4031 |
|
|
2016
Q3 | $65K | Hold |
642
| – | – | ﹤0.01% | 1638 |
|
|
2016
Q2 | $64K | Buy |
+642
| New | +$64K | ﹤0.01% | 1611 |
|