WBH Advisory’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

WBH Advisory’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
2025 Q3	–	Sell	-2,529	Closed	-$242K	–	351
2025 Q2	$242K	Sell	2,529 -629	-20%	-$60K	0.02%	309
2025 Q1	$303K	Sell	3,158 -604	-16%	-$57.7K	0.03%	275
2024 Q4	$357K	Sell	3,762 -2,492	-40%	-$237K	0.03%	246
2024 Q3	$600K	Sell	6,254 -4,007	-39%	-$382K	0.06%	194
2024 Q2	$971K	Sell	10,261 -71	-0.7%	-$6.7K	0.1%	147
2024 Q1	$980K	Sell	10,332 -1,502	-13%	-$142K	0.1%	149
2023 Q4	$1.12M	Sell	11,834 -712	-6%	-$66.9K	0.12%	142
2023 Q3	$1.18M	Sell	12,546 -2,938	-19%	-$275K	0.14%	126
2023 Q2	$1.45M	Sell	15,484 -8,574	-36%	-$810K	0.17%	112
2023 Q1	$2.28M	Buy	+24,058	New	+$2.27M	0.29%	81
2022 Q3	$911K	Buy	+9,620	New	+$920K	0.13%	143
2022 Q2	–	Sell	-32,500	Closed	-$3.16M	–	314
2022 Q1	$3.16M	Buy	+32,500	New	+$3.23M	0.39%	63

Other funds holding LDUR

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

WBH Advisory's LDUR Position: Q3 2025 in Review

WBH Advisory sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2025, closing a stake of 2,529 shares — an estimated $242K sold.

WBH Advisory first reported a position in LDUR in Q1 2022 and held it in 12 quarters. The position peaked at $3.16M in Q1 2022. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

WBH Advisory reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
WBH Advisory sold 2,529 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $242K.
WBH Advisory first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and held it in 12 quarters.
WBH Advisory's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.16M in Q1 2022.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on WBH Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.