Asset Allocation Strategies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Asset Allocation Strategies’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 Q2	$204K	Buy	+4,088	New	+$204K	0.03%	176
2026 Q1	–	Sell	-4,216	Closed	-$211K	–	175
2025 Q4	$211K	Buy	+4,216	New	+$211K	0.04%	156

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Asset Allocation Strategies's LMBS Position: Q2 2026 in Review

Asset Allocation Strategies opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 4,088 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings. This is a return to the name: Asset Allocation Strategies previously reported a position in LMBS as recently as Q4 2025.

Asset Allocation Strategies first reported a position in LMBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Asset Allocation Strategies held 4,088 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $204K as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Asset Allocation Strategies position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Asset Allocation Strategies's portfolio in Q2 2026, its #176 holding.
Asset Allocation Strategies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
Asset Allocation Strategies's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $211K in Q4 2025.
457 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.