Tyler-Stone Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Tyler-Stone Wealth Management’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 Q4	–	Sell	-253	Closed	-$24K	–	885
2022 Q3	$24K	Buy	253 +2	+0.8%	+$191	0.02%	405
2022 Q2	$24K	Buy	251 +1	+0.4%	+$97	0.02%	421
2022 Q1	$24K	Buy	+250	New	+$24.8K	0.01%	447

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tyler-Stone Wealth Management's LDUR Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2022, closing a stake of 253 shares — an estimated $24K sold.

Tyler-Stone Wealth Management first reported a position in LDUR in Q1 2022 and held it in 3 quarters. The position peaked at $24K in Q3 2022. 162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 253 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2022, an estimated $24K.
Tyler-Stone Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and held it in 3 quarters.
Tyler-Stone Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $24K in Q3 2022.
162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.