IWM
LDUR icon

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
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 -$13 – 1493
2017
Q2 		$13 Hold
197
– – 0.01% 889
2017
Q1 		$20K Buy
+197
New +$19.8K 0.01% 663

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 $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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