Independent Advisor Alliance’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Independent Advisor Alliance’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	$1.24M	Buy	+12,889	New	+$1.24M	0.01%	723
2025 Q1	–	Sell	-70,110	Closed	-$6.66M	–	1139
2024 Q4	$6.66M	Buy	+70,110	New	+$6.68M	0.09%	218

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Independent Advisor Alliance's LDUR Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026: 12,889 shares worth $1.24M. The stake represents 0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in LDUR as recently as Q4 2024.

Independent Advisor Alliance first reported a position in LDUR in Q4 2024 and has held it in 2 quarters since. The position peaked at $6.66M in Q4 2024. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Independent Advisor Alliance held 12,889 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.24M as of Q1 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Independent Advisor Alliance position in Q1 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #723 holding.
Independent Advisor Alliance first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $6.66M in Q4 2024.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.