Arbor Capital Management (Alaska)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Arbor Capital Management (Alaska)’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$494K	Buy	9,868 +1	+0%	+$50	0.4%	65
2025 Q4	$493K	Buy	9,867 +87	+0.9%	+$4.35K	0.41%	65
2025 Q3	$488K	Buy	9,780 +956	+11%	+$47.3K	0.39%	66
2025 Q2	$434K	Sell	8,824 -143	-2%	-$7K	0.38%	69
2025 Q1	$441K	Buy	8,967 +805	+10%	+$39.3K	0.43%	67
2024 Q4	$397K	Buy	8,162 +2,003	+33%	+$97.8K	0.39%	72
2024 Q3	$304K	Buy	6,159 +1,383	+29%	+$67.7K	0.29%	82
2024 Q2	$229K	Sell	4,776 -301	-6%	-$14.4K	0.21%	100
2024 Q1	$244K	Sell	5,077 -16	-0.3%	-$771	0.23%	95
2023 Q4	$246K	Sell	5,093 -127	-2%	-$6.02K	0.18%	96
2023 Q3	$244K	Sell	5,220 -407	-7%	-$19.4K	0.22%	83
2023 Q2	$268K	Sell	5,627 -131	-2%	-$6.28K	0.21%	87
2023 Q1	$277K	Sell	5,758 -1,462	-20%	-$70K	0.22%	85
2022 Q4	$342K	Sell	7,220 -228	-3%	-$10.8K	0.3%	83
2022 Q3	$354K	Buy	7,448 +271	+4%	+$13.1K	0.32%	82
2022 Q2	$347K	Sell	7,177 -23	-0.3%	-$1.12K	0.33%	82
2022 Q1	$352K	Sell	7,200 -732	-9%	-$36.3K	0.27%	89
2021 Q4	$397K	Buy	+7,932	New	+$399K	0.28%	83

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arbor Capital Management (Alaska)'s LMBS Position: Q1 2026 in Review

Arbor Capital Management (Alaska) increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.01% in Q1 2026, buying an estimated $50 and bringing the position to 9,868 shares worth $494K. The position accounts for 0.4% of the portfolio, ranked #65.

Arbor Capital Management (Alaska) first reported a position in LMBS in Q4 2021 and has held it in 18 quarters since. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Arbor Capital Management (Alaska) held 9,868 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $494K as of Q1 2026.
Arbor Capital Management (Alaska) bought 1 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share in Q1 2026, an estimated $50.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.4% of Arbor Capital Management (Alaska)'s portfolio in Q1 2026, its #65 holding.
Arbor Capital Management (Alaska) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 18 quarters since.
441 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Arbor Capital Management (Alaska)'s 13F filing for Q1 2026, filed 30 Apr 2026.