Mark Sheptoff Financial Planning’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-75	Closed	-$7.2K	–	549
2025 Q4	$7.2K	Hold	75	–	–	﹤0.01%	384
2025 Q3	$7.21K	Hold	75	–	–	﹤0.01%	373
2025 Q2	$7.19K	Hold	75	–	–	﹤0.01%	367
2025 Q1	$7.2K	Buy	+75	New	+$7.16K	﹤0.01%	346

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

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

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

TCM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mark Sheptoff Financial Planning's LDUR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026, closing a stake of 75 shares — an estimated $7.2K sold.

Mark Sheptoff Financial Planning first reported a position in LDUR in Q1 2025 and held it in 4 quarters. The position peaked at $7.21K in Q3 2025. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 75 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $7.2K.
Mark Sheptoff Financial Planning first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2025 and held it in 4 quarters.
Mark Sheptoff Financial Planning's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $7.21K in Q3 2025.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.