Balboa Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Balboa Wealth Partners's LMBS Position: Q2 2026 in Review
Balboa Wealth Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.4% in Q2 2026, buying an estimated $6.23K and bringing the position to 5,436 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #365.
Balboa Wealth Partners first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Balboa Wealth Partners held 5,436 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $271K as of Q2 2026.
- Balboa Wealth Partners bought 125 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $6.23K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #365 holding.
- Balboa Wealth Partners 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 3 quarters since.
- 453 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 Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.