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

Tribridge Partners Financial’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	$288K	Hold	3,027	–	–	0.11%	61
2026 Q1	$289K	Hold	3,027	–	–	0.12%	57
2025 Q4	$290K	Buy	+3,027	New	+$291K	0.12%	54

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

Tribridge Partners Financial's LDUR Position: Q2 2026 in Review

Tribridge Partners Financial held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2026 at 3,027 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #61.

Tribridge Partners Financial first reported a position in LDUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q4 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Tribridge Partners Financial held 3,027 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $288K as of Q2 2026.
Tribridge Partners Financial left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.11% of Tribridge Partners Financial's portfolio in Q2 2026, its #61 holding.
Tribridge Partners Financial first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Tribridge Partners Financial's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $290K in Q4 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.