Bellevue Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Bellevue Asset Management's LMBS Position: Q2 2026 in Review
Bellevue Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.2% in Q2 2026, selling an estimated $697K and leaving 179,754 shares worth $8.95M. The position accounts for 4.13% of the portfolio, ranked #5.
Bellevue Asset Management first reported a position in LMBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.65M in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Bellevue Asset Management held 179,754 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $8.95M as of Q2 2026.
- Bellevue Asset Management sold 13,984 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $697K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 4.13% of Bellevue Asset Management's portfolio in Q2 2026, its #5 holding.
- Bellevue Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 27 quarters since.
- Bellevue Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $9.65M in Q1 2026.
- 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 Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.