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

Belpointe Asset 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	$1.4M	Sell	28,100 -5,583	-17%	-$278K	0.05%	386
2026 Q1	$1.68M	Buy	33,683 +1,095	+3%	+$54.9K	0.06%	290
2025 Q4	$1.63M	Sell	32,588 -908	-3%	-$45.4K	0.06%	272
2025 Q3	$1.67M	Sell	33,496 -19,834	-37%	-$982K	0.06%	263
2025 Q2	$2.63M	Buy	53,330 +3,580	+7%	+$175K	0.11%	163
2025 Q1	$2.45M	Buy	49,750 +34,981	+237%	+$1.71M	0.13%	152
2024 Q4	$724K	Buy	14,769 +2,825	+24%	+$138K	0.04%	416
2024 Q3	$590K	Sell	11,944 -894	-7%	-$43.8K	0.04%	461
2024 Q2	$617K	Buy	12,838 +575	+5%	+$27.6K	0.04%	409
2024 Q1	$592K	Buy	12,263 +1,580	+15%	+$76.2K	0.04%	397
2023 Q4	$516K	Sell	10,683 -92	-0.9%	-$4.36K	0.05%	358
2023 Q3	$509K	Sell	10,775 -827	-7%	-$39.3K	0.05%	337
2023 Q2	$553K	Sell	11,602 -7,075	-38%	-$339K	0.06%	286
2023 Q1	$894K	Buy	18,677 +9,159	+96%	+$438K	0.05%	366
2022 Q4	$451K	Buy	9,518 +2,531	+36%	+$120K	0.03%	582
2022 Q3	$331K	Buy	6,987 +2,307	+49%	+$111K	0.02%	656
2022 Q2	$226K	Buy	4,680 +392	+9%	+$19K	0.02%	780
2022 Q1	$210K	Buy	4,288 +285	+7%	+$14.1K	0.01%	881
2021 Q4	$200K	Buy	+4,003	New	+$201K	0.01%	894
2021 Q3	–	Sell	-7,862	Closed	-$400K	–	1222
2021 Q2	$400K	Buy	+7,862	New	+$402K	0.03%	568

Other funds holding LMBS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Belpointe Asset Management's LMBS Position: Q2 2026 in Review

Belpointe Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q2 2026, selling an estimated $278K and leaving 28,100 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #386.

Belpointe Asset Management first reported a position in LMBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.63M in Q2 2025. 215 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Belpointe Asset Management held 28,100 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.4M as of Q2 2026.
Belpointe Asset Management sold 5,583 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $278K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #386 holding.
Belpointe Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 20 quarters since.
Belpointe Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.63M in Q2 2025.
215 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.