Sand Hill Global Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Sand Hill Global 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 Q2	$1.47M	Buy	15,359 +1,514	+11%	+$145K	0.04%	114
2026 Q1	$1.33M	Sell	13,845 -304	-2%	-$29.2K	0.04%	106
2025 Q4	$1.36M	Buy	14,149 +1,112	+9%	+$107K	0.05%	107
2025 Q3	$1.25M	Buy	13,037 +71	+0.5%	+$6.8K	0.04%	107
2025 Q2	$1.24M	Buy	+12,966	New	+$1.24M	0.05%	113

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

Sand Hill Global Advisors's LDUR Position: Q2 2026 in Review

Sand Hill Global Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 11% in Q2 2026, buying an estimated $145K and bringing the position to 15,359 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #114.

Sand Hill Global Advisors first reported a position in LDUR in Q2 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Sand Hill Global Advisors held 15,359 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.47M as of Q2 2026.
Sand Hill Global Advisors bought 1,514 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $145K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.04% of Sand Hill Global Advisors's portfolio in Q2 2026, its #114 holding.
Sand Hill Global Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.