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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
2,838
-3,730
-57% -$357K ﹤0.01% 1304
2025
Q1
$630K Sell
6,568
-54
-0.8% -$5.18K ﹤0.01% 765
2024
Q4
$629K Sell
6,622
-1,240
-16% -$118K 0.01% 725
2024
Q3
$754K Sell
7,862
-4,879
-38% -$468K 0.01% 622
2024
Q2
$1.21M Sell
12,741
-1,714
-12% -$162K 0.01% 437
2024
Q1
$1.37M Sell
14,455
-4,307
-23% -$409K 0.02% 405
2023
Q4
$1.78M Sell
18,762
-34,938
-65% -$3.31M 0.02% 383
2023
Q3
$5.03M Sell
53,700
-3,432
-6% -$322K 0.09% 153
2023
Q2
$5.36M Sell
57,132
-105,516
-65% -$9.89M 0.09% 154
2023
Q1
$15.4M Sell
162,648
-19,844
-11% -$1.88M 0.34% 54
2022
Q4
$17.2M Sell
182,492
-352,927
-66% -$33.3M 0.42% 45
2022
Q3
$50.7M Buy
535,419
+98,642
+23% +$9.34M 1.6% 13
2022
Q2
$41.9M Buy
+436,777
New +$41.9M 1.19% 17