Interchange Capital Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Interchange Capital Partners’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
2024 Q4	–	Sell	-2,340	Closed	-$225K	–	287
2024 Q3	$225K	Sell	2,340 -410	-15%	-$39.1K	0.08%	240
2024 Q2	$260K	Buy	+2,750	New	+$260K	0.09%	213
2023 Q2	–	Sell	-12,229	Closed	-$1.16M	–	187
2023 Q1	$1.16M	Buy	+12,229	New	+$1.16M	0.63%	44

Other funds holding LDUR

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KFG

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

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Interchange Capital Partners's LDUR Position: Q4 2024 in Review

Interchange Capital Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 2,340 shares — an estimated $225K sold.

Interchange Capital Partners first reported a position in LDUR in Q1 2023 and held it in 3 quarters. The position peaked at $1.16M in Q1 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

Interchange Capital Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Interchange Capital Partners sold 2,340 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $225K.
Interchange Capital Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and held it in 3 quarters.
Interchange Capital Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.16M in Q1 2023.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Interchange Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.