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

Tobias Financial 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
Q1 		– Sell
-2,643
Closed -$254K – 152
2025
Q4 		$254K Buy
2,643
+28
+1% +$2.69K 0.04% 122
2025
Q3 		$251K Buy
2,615
+21
+0.8% +$2.01K 0.04% 112
2025
Q2 		$249K Buy
2,594
+28
+1% +$2.67K 0.04% 104
2025
Q1 		$246K Sell
2,566
-22
-0.9% -$2.1K 0.05% 98
2024
Q4 		$246K Sell
2,588
-49
-2% -$4.67K 0.05% 97
2024
Q3 		$253K Buy
2,637
+23
+0.9% +$2.19K 0.05% 91
2024
Q2 		$248K Sell
2,614
-763
-23% -$72K 0.05% 89
2024
Q1 		$320K Sell
3,377
-1,312
-28% -$124K 0.07% 77
2023
Q4 		$444K Sell
4,689
-250,633
-98% -$23.5M 0.11% 63
2023
Q3 		$23.9M Buy
255,322
+19,508
+8% +$1.83M 6.28% 3
2023
Q2 		$22.1M Buy
235,814
+4,062
+2% +$384K 5.96% 2
2023
Q1 		$22M Buy
231,752
+15,553
+7% +$1.47M 6.45% 2
2022
Q4 		$20.4M Buy
216,199
+20,467
+10% +$1.92M 6.7% 2
2022
Q3 		$18.5M Buy
195,732
+80,657
+70% +$7.71M 6.54% 2
2022
Q2 		$11.1M Sell
115,075
-102,064
-47% -$9.89M 3.71% 7
2022
Q1 		$21.2M Buy
+217,139
New +$21.6M 7.31% 4
2021
Q4 		– Sell
-205,189
Closed -$20.9M – 97
2021
Q3 		$20.9M Buy
205,189
+34,953
+21% +$3.56M 7.81% 4
2021
Q2 		$17.3M Buy
170,236
+10,949
+7% +$1.12M 6.86% 4
2021
Q1 		$16.2M Buy
159,287
+30,860
+24% +$3.15M 6.89% 4
2020
Q4 		$13.1M Buy
+128,427
New +$13.1M 5.99% 3

Other funds holding LDUR

Fidelity Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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

Tobias Financial Advisors's LDUR Position: Q1 2026 in Review

Tobias Financial Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026, closing a stake of 2,643 shares — an estimated $254K sold.

Tobias Financial Advisors first reported a position in LDUR in Q4 2020 and held it in 20 quarters. The position peaked at $23.9M in Q3 2023. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • Tobias Financial Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 2,643 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $254K.
  • Tobias Financial Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2020 and held it in 20 quarters.
  • Tobias Financial Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $23.9M in Q3 2023.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.