Bartlett & Co Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bartlett & Co Wealth Management’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	$14.1K	Hold	284	–	–	﹤0.01%	934
2026 Q1	$14.2K	Sell	284 -63	-18%	-$3.16K	﹤0.01%	872
2025 Q4	$17.3K	Buy	347 +63	+22%	+$3.15K	﹤0.01%	844
2025 Q3	$14.1K	Hold	284	–	–	﹤0.01%	873
2025 Q2	$14K	Sell	284 -15	-5%	-$734	﹤0.01%	872
2025 Q1	$14.7K	Buy	299 +15	+5%	+$733	﹤0.01%	865
2024 Q4	$13.8K	Buy	+284	New	+$13.9K	﹤0.01%	868

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

Bartlett & Co Wealth Management's LMBS Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 284 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Bartlett & Co Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Bartlett & Co Wealth Management held 284 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $14.1K as of Q2 2026.
Bartlett & Co Wealth Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #934 holding.
Bartlett & Co Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Bartlett & Co Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $17.3K in Q4 2025.
456 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 Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.