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MBL Wealth’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

MBL Wealth’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
2022
Q3 		– Sell
-2,500
Closed -$240K – 166
2022
Q2 		$240K Buy
+2,500
New +$242K 0.06% 122

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

MBL Wealth's LDUR Position: Q3 2022 in Review

MBL Wealth sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2022, closing a stake of 2,500 shares — an estimated $240K sold.

MBL Wealth first reported a position in LDUR in Q2 2022 and held it in 1 quarter. The position peaked at $240K in Q2 2022. 160 funds tracked by Wall St. Rank hold LDUR as of Q3 2022.

  • MBL Wealth reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • MBL Wealth sold 2,500 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2022, an estimated $240K.
  • MBL Wealth first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and held it in 1 quarter.
  • MBL Wealth's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $240K in Q2 2022.
  • 160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2022.

Based on MBL Wealth's 13F filing for Q3 2022, filed 12 Jan 2023.