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

Syverson Strege & Co’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	$975K	Sell	10,199 -21	-0.2%	-$2.01K	0.21%	51
2026 Q1	$979K	Sell	10,220 -693	-6%	-$66.5K	0.24%	44
2025 Q4	$1.05M	Buy	10,913 +50	+0.5%	+$4.8K	0.25%	42
2025 Q3	$1.04M	Sell	10,863 -2,200	-17%	-$211K	0.25%	48
2025 Q2	$1.25M	Buy	13,063 +388	+3%	+$37K	0.3%	38
2025 Q1	$1.22M	Buy	12,675 +425	+3%	+$40.6K	0.39%	27
2024 Q4	$1.16M	Sell	12,250 -238	-2%	-$22.7K	0.39%	26
2024 Q3	$1.2M	Sell	12,488 -1,111	-8%	-$106K	0.4%	25
2024 Q2	$1.29M	Sell	13,599 -22,457	-62%	-$2.12M	0.44%	23
2024 Q1	$3.42M	Buy	36,056 +365	+1%	+$34.6K	1.23%	10
2023 Q4	$3.38M	Buy	35,691 +299	+0.8%	+$28.1K	1.31%	9
2023 Q3	$3.32M	Buy	35,392 +634	+2%	+$59.4K	1.48%	8
2023 Q2	$3.26M	Sell	34,758 -2,192	-6%	-$207K	1.4%	10
2023 Q1	$3.51M	Buy	36,950 +1,004	+3%	+$94.9K	1.5%	10
2022 Q4	$3.39M	Buy	35,946 +814	+2%	+$76.5K	1.54%	11
2022 Q3	$3.33M	Sell	35,132 -255	-0.7%	-$24.4K	1.69%	11
2022 Q2	$3.4M	Buy	35,387 +11,093	+46%	+$1.07M	1.25%	17
2022 Q1	$2.37M	Buy	24,294 +936	+4%	+$93K	2.58%	10
2021 Q4	$2.35M	Buy	23,358 +1,084	+5%	+$110K	1.74%	14
2021 Q3	$2.27M	Buy	22,274 +64	+0.3%	+$6.51K	1.81%	14
2021 Q2	$2.26M	Buy	22,210 +21,401	+2,645%	+$2.18M	2.01%	13
2021 Q1	$82K	Buy	+809	New	+$82.6K	0.09%	94

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

Syverson Strege & Co's LDUR Position: Q2 2026 in Review

Syverson Strege & Co reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.21% in Q2 2026, selling an estimated $2.01K and leaving 10,199 shares worth $975K. The position accounts for 0.21% of the portfolio, ranked #51.

Syverson Strege & Co first reported a position in LDUR in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.51M in Q1 2023. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Syverson Strege & Co held 10,199 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $975K as of Q2 2026.
Syverson Strege & Co sold 21 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.01K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.21% of Syverson Strege & Co's portfolio in Q2 2026, its #51 holding.
Syverson Strege & Co first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
Syverson Strege & Co's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.51M in Q1 2023.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.