Patten & Patten’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Patten & Patten’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	$1.95M	Buy	20,439 +1,170	+6%	+$112K	0.1%	137
2026 Q1	$1.85M	Sell	19,269 -762	-4%	-$73.1K	0.11%	134
2025 Q4	$1.92M	Buy	20,031 +145	+0.7%	+$13.9K	0.11%	135
2025 Q3	$1.91M	Sell	19,886 -362	-2%	-$34.7K	0.11%	132
2025 Q2	$1.94M	Sell	20,248 -1,403	-6%	-$134K	0.13%	123
2025 Q1	$2.08M	Sell	21,651 -1,576	-7%	-$151K	0.14%	109
2024 Q4	$2.21M	Sell	23,227 -2,808	-11%	-$267K	0.15%	105
2024 Q3	$2.5M	Buy	26,035 +4	+0%	+$382	0.17%	102
2024 Q2	$2.46M	Sell	26,031 -239	-0.9%	-$22.6K	0.17%	104
2024 Q1	$2.49M	Buy	+26,270	New	+$2.49M	0.18%	106

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

Patten & Patten's LDUR Position: Q2 2026 in Review

Patten & Patten increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 6.1% in Q2 2026, buying an estimated $112K and bringing the position to 20,439 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #137.

Patten & Patten first reported a position in LDUR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.5M in Q3 2024. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Patten & Patten held 20,439 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.95M as of Q2 2026.
Patten & Patten bought 1,170 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $112K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.1% of Patten & Patten's portfolio in Q2 2026, its #137 holding.
Patten & Patten first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Patten & Patten's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.5M in Q3 2024.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.