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 Q2	–	Sell	-12,889	Closed	-$1.24M	–	1412
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 $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

Independent Advisor Alliance's LDUR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 12,889 shares — an estimated $1.24M sold.

Independent Advisor Alliance first reported a position in LDUR in Q4 2024 and held it in 2 quarters. The position peaked at $6.66M in Q4 2024. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Independent Advisor Alliance reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 12,889 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.24M.
Independent Advisor Alliance first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $6.66M in Q4 2024.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.