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SkyOak Wealth’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

SkyOak Wealth’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 		$4.6M Buy
47,985
+4,921
+11% +$472K 0.84% 36
2025
Q4 		$4.13M Buy
43,064
+1,833
+4% +$176K 0.74% 38
2025
Q3 		$3.96M Sell
41,231
-1,695
-4% -$162K 0.75% 38
2025
Q2 		$4.11M Buy
42,926
+416
+1% +$39.7K 0.83% 35
2025
Q1 		$4.08M Buy
42,510
+5,195
+14% +$496K 0.89% 32
2024
Q4 		$3.54M Sell
37,315
-5,611
-13% -$534K 0.76% 35
2024
Q3 		$4.12M Sell
42,926
-2,547
-6% -$243K 0.91% 32
2024
Q2 		$4.3M Buy
45,473
+32
+0.1% +$3.02K 1% 28
2024
Q1 		$4.31M Buy
45,441
+598
+1% +$56.7K 1.03% 23
2023
Q4 		$4.25M Sell
44,843
-135
-0.3% -$12.7K 1.11% 22
2023
Q3 		$4.22M Buy
44,978
+2,682
+6% +$251K 1.23% 20
2023
Q2 		$3.96M Sell
42,296
-1,517
-3% -$143K 1.12% 23
2023
Q1 		$4.16M Buy
43,813
+4,559
+12% +$431K 1.27% 19
2022
Q4 		$3.7M Sell
39,254
-337
-0.9% -$31.7K 1.24% 22
2022
Q3 		$3.75M Sell
39,591
-2,344
-6% -$224K 1.34% 18
2022
Q2 		$4.03M Sell
41,935
-4,885
-10% -$473K 1.38% 18
2022
Q1 		$4.57M Sell
46,820
-50,270
-52% -$4.99M 1.27% 19
2021
Q4 		$9.77M Buy
97,090
+3,044
+3% +$308K 2.48% 4
2021
Q3 		$9.58M Buy
94,046
+20,773
+28% +$2.11M 2.58% 4
2021
Q2 		$7.45M Buy
73,273
+14,466
+25% +$1.47M 1.99% 9
2021
Q1 		$5.99M Sell
58,807
-9,632
-14% -$983K 1.67% 13
2020
Q4 		$6.98M Sell
68,439
-20,336
-23% -$2.08M 2.17% 7
2020
Q3 		$9.07M Buy
88,775
+81,096
+1,056% +$8.27M 3.26% 3
2020
Q2 		$783K Sell
7,679
-531
-6% -$53.2K 0.29% 83
2020
Q1 		$813K Sell
8,210
-1,345
-14% -$134K 0.42% 58
2019
Q4 		$954K Buy
+9,555
New +$956K 0.3% 75

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 $2.26B AUM 13.25% 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 $374B AUM 17.66% 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

SkyOak Wealth's LDUR Position: Q1 2026 in Review

SkyOak Wealth increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 11% in Q1 2026, buying an estimated $472K and bringing the position to 47,985 shares worth $4.6M. The position accounts for 0.84% of the portfolio, ranked #36.

SkyOak Wealth first reported a position in LDUR in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.77M in Q4 2021. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • SkyOak Wealth held 47,985 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $4.6M as of Q1 2026.
  • SkyOak Wealth bought 4,921 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $472K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.84% of SkyOak Wealth's portfolio in Q1 2026, its #36 holding.
  • SkyOak Wealth first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $9.77M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.