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OneDigital Investment Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

OneDigital Investment Advisors’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 		$13.6M Buy
142,202
+24,844
+21% +$2.38M 0.13% 144
2025
Q4 		$11.3M Sell
117,358
-28,467
-20% -$2.73M 0.11% 157
2025
Q3 		$14M Sell
145,825
-24,763
-15% -$2.37M 0.14% 135
2025
Q2 		$16.3M Buy
170,588
+23,531
+16% +$2.25M 0.18% 114
2025
Q1 		$14.1M Sell
147,057
-9,923
-6% -$948K 0.17% 120
2024
Q4 		$14.9M Sell
156,980
-4,408
-3% -$420K 0.17% 114
2024
Q3 		$15.5M Buy
161,388
+12,483
+8% +$1.19M 0.18% 109
2024
Q2 		$14.1M Buy
148,905
+41,314
+38% +$3.9M 0.18% 105
2024
Q1 		$10.2M Buy
107,591
+9,917
+10% +$940K 0.16% 121
2023
Q4 		$9.26M Sell
97,674
-10,320
-10% -$970K 0.16% 127
2023
Q3 		$10.1M Buy
107,994
+14,489
+15% +$1.36M 0.22% 97
2023
Q2 		$8.77M Buy
93,505
+14,133
+18% +$1.33M 0.19% 100
2023
Q1 		$7.53M Buy
79,372
+40,844
+106% +$3.86M 0.18% 106
2022
Q4 		$3.63M Buy
38,528
+19,936
+107% +$1.87M 0.11% 164
2022
Q3 		$1.76M Buy
+18,592
New +$1.78M 0.07% 205
2020
Q4 		– Sell
-5,250
Closed -$536K – 712
2020
Q3 		$536K Hold
5,250
– – 0.04% 293
2020
Q2 		$536K Hold
5,250
– – 0.04% 300
2020
Q1 		$527K Buy
+5,250
New +$523K 0.05% 269

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

OneDigital Investment Advisors's LDUR Position: Q1 2026 in Review

OneDigital Investment Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 21% in Q1 2026, buying an estimated $2.38M and bringing the position to 142,202 shares worth $13.6M. The position accounts for 0.13% of the portfolio, ranked #144.

OneDigital Investment Advisors first reported a position in LDUR in Q1 2020 and has held it in 18 quarters since. The position peaked at $16.3M in Q2 2025. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • OneDigital Investment Advisors held 142,202 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $13.6M as of Q1 2026.
  • OneDigital Investment Advisors bought 24,844 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.38M.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.13% of OneDigital Investment Advisors's portfolio in Q1 2026, its #144 holding.
  • OneDigital Investment Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2020 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $16.3M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.