Treasure Coast Financial Planning’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Treasure Coast Financial Planning’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	$8.22M	Buy	85,945 +5,202	+6%	+$497K	4.01%	8
2026 Q1	$7.74M	Buy	80,743 +35,795	+80%	+$3.44M	3.98%	9
2025 Q4	$4.31M	Buy	44,948 +3,255	+8%	+$313K	2.29%	13
2025 Q3	$4.01M	Buy	41,693 +207	+0.5%	+$19.8K	2.24%	14
2025 Q2	$3.98M	Buy	41,486 +798	+2%	+$76.2K	2.32%	14
2025 Q1	$3.91M	Sell	40,688 -233	-0.6%	-$22.3K	2.42%	14
2024 Q4	$3.89M	Sell	40,921 -5,849	-13%	-$557K	2.56%	14
2024 Q3	$4.49M	Buy	46,770 +1,513	+3%	+$144K	2.77%	13
2024 Q2	$4.28M	Sell	45,257 -142	-0.3%	-$13.4K	2.83%	13
2024 Q1	$4.31M	Sell	45,399 -27,028	-37%	-$2.56M	2.82%	12
2023 Q4	$6.86M	Sell	72,427 -19,728	-21%	-$1.85M	4.79%	6
2023 Q3	$8.64M	Sell	92,155 -1,420	-2%	-$133K	6%	7
2023 Q2	$8.77M	Sell	93,575 -6,173	-6%	-$583K	5.93%	6
2023 Q1	$9.46M	Sell	99,748 -18,758	-16%	-$1.77M	6.62%	5
2022 Q4	$11.2M	Sell	118,506 -9,553	-7%	-$898K	8.33%	4
2022 Q3	$12.1M	Sell	128,059 -2,699	-2%	-$258K	9.73%	3
2022 Q2	$12.6M	Buy	130,758 +124,250	+1,909%	+$12M	9.72%	3
2022 Q1	$635K	Sell	6,508 -1,636	-20%	-$163K	0.49%	22
2021 Q4	$819K	Buy	+8,144	New	+$824K	0.63%	20

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

Treasure Coast Financial Planning's LDUR Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 6.4% in Q2 2026, buying an estimated $497K and bringing the position to 85,945 shares worth $8.22M. The position accounts for 4.01% of the portfolio, ranked #8.

Treasure Coast Financial Planning first reported a position in LDUR in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.6M in Q2 2022. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Treasure Coast Financial Planning held 85,945 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $8.22M as of Q2 2026.
Treasure Coast Financial Planning bought 5,202 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $497K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 4.01% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #8 holding.
Treasure Coast Financial Planning first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
Treasure Coast Financial Planning's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $12.6M in Q2 2022.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.