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Pimco Exch Traded Fund shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Exch Traded Fund by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 236 95.94
2025-09-30 $24k 245 96.15
2025-06-30 $24k 245 95.83
2025-03-31 $25k 260 95.98

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

Top funds holding Pimco Exch Traded Fund

CWM
Advocacy Wealth Management Services
LPL Financial
Wells Fargo & Company
TD Capital Management
Kelly Financial Group
Jpmorgan Chase & Co
O'Connor Financial Group
Wealth Enhancement Advisory Services
Envestnet Asset Management
Beacon Capital Management
HighTower Advisors
UBS Group
Resources Investment Advisors
First National Corp

View all funds holding Pimco Exch Traded Fund