Morris Financial Concepts’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Morris Financial Concepts’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	$16.3K	Sell	171 -20	-10%	-$1.91K	0.01%	175
2026 Q1	$18.3K	Sell	191 -45	-19%	-$4.32K	0.01%	170
2025 Q4	$22.6K	Sell	236 -9	-4%	-$864	0.01%	165
2025 Q3	$23.6K	Hold	245	–	–	0.01%	169
2025 Q2	$23.5K	Sell	245 -15	-6%	-$1.43K	0.01%	167
2025 Q1	$25K	Buy	+260	New	+$24.8K	0.01%	163

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

Morris Financial Concepts's LDUR Position: Q2 2026 in Review

Morris Financial Concepts reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 10% in Q2 2026, selling an estimated $1.91K and leaving 171 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #175.

Morris Financial Concepts first reported a position in LDUR in Q1 2025 and has held it in 6 quarters since. The position peaked at $25K in Q1 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Morris Financial Concepts held 171 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $16.3K as of Q2 2026.
Morris Financial Concepts sold 20 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.91K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #175 holding.
Morris Financial Concepts first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
Morris Financial Concepts's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $25K in Q1 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.