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

IHT Wealth Management’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 Q2	$1.1M	Sell	11,510 -172	-1%	-$16.4K	0.02%	563
2026 Q1	$1.12M	Buy	11,682 +139	+1%	+$13.3K	0.03%	536
2025 Q4	$1.11M	Buy	+11,543	New	+$1.11M	0.03%	514
2024 Q2	–	Sell	-2,804	Closed	-$266K	–	1057
2024 Q1	$266K	Sell	2,804 -343	-11%	-$32.5K	0.01%	841
2023 Q4	$298K	Sell	3,147 -618	-16%	-$58.1K	0.01%	765
2023 Q3	$353K	Buy	3,765 +464	+14%	+$43.5K	0.02%	665
2023 Q2	$309K	Buy	+3,301	New	+$312K	0.02%	713
2017 Q3	–	Sell	-197	Closed	-$13K	–	1493
2017 Q2	$13K	Hold	197	–	–	0.01%	889
2017 Q1	$20K	Buy	+197	New	+$19.8K	0.01%	663

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG

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

IHT Wealth Management's LDUR Position: Q2 2026 in Review

IHT Wealth Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 1.5% in Q2 2026, selling an estimated $16.4K and leaving 11,510 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #563.

IHT Wealth Management first reported a position in LDUR in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.12M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

IHT Wealth Management held 11,510 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.1M as of Q2 2026.
IHT Wealth Management sold 172 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $16.4K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #563 holding.
IHT Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2017 and has held it in 9 quarters since.
IHT Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.12M in Q1 2026.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.