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Tilia Fiduciary Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Tilia Fiduciary Partners’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
2022
Q2 		– Sell
-493
Closed -$48K – 540
2022
Q1 		$48K Buy
493
+2
+0.4% +$199 0.04% 224
2021
Q4 		$49K Buy
+491
New +$49.7K 0.04% 229

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Bank of America
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Osaic Holdings
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tilia Fiduciary Partners's LDUR Position: Q2 2022 in Review

Tilia Fiduciary Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2022, closing a stake of 493 shares — an estimated $48K sold.

Tilia Fiduciary Partners first reported a position in LDUR in Q4 2021 and held it in 2 quarters. The position peaked at $49K in Q4 2021. 156 funds tracked by Wall St. Rank hold LDUR as of Q2 2022.

  • Tilia Fiduciary Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 493 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2022, an estimated $48K.
  • Tilia Fiduciary Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
  • Tilia Fiduciary Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $49K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2022, filed 1 Aug 2022.