Milestone Asset Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Milestone Asset Management’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
2025 Q1	–	Sell	-3,973	Closed	-$377K	–	234
2024 Q4	$377K	Sell	3,973 -60	-1%	-$5.71K	0.08%	185
2024 Q3	$387K	Buy	4,033 +45	+1%	+$4.29K	0.09%	160
2024 Q2	$378K	Buy	+3,988	New	+$377K	0.09%	150

Other funds holding LDUR

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milestone Asset Management's LDUR Position: Q1 2025 in Review

Milestone Asset Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 3,973 shares — an estimated $377K sold.

Milestone Asset Management first reported a position in LDUR in Q2 2024 and held it in 3 quarters. The position peaked at $387K in Q3 2024. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

Milestone Asset Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Milestone Asset Management sold 3,973 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $377K.
Milestone Asset Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2024 and held it in 3 quarters.
Milestone Asset Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $387K in Q3 2024.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.