Betterment LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Betterment LLC’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	$263K	Buy	5,275 +1,035	+24%	+$51.6K	﹤0.01%	606
2026 Q1	$211K	Buy	4,240 +137	+3%	+$6.87K	﹤0.01%	602
2025 Q4	$205K	Buy	+4,103	New	+$205K	﹤0.01%	548
2025 Q3	–	Sell	-6,674	Closed	-$329K	–	529
2025 Q2	$329K	Buy	6,674 +681	+11%	+$33.3K	﹤0.01%	421
2025 Q1	$295K	Buy	5,993 +908	+18%	+$44.4K	﹤0.01%	404
2024 Q4	$247K	Buy	+5,085	New	+$248K	﹤0.01%	411

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 $103B AUM 28.65% 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

Betterment LLC's LMBS Position: Q2 2026 in Review

Betterment LLC increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q2 2026, buying an estimated $51.6K and bringing the position to 5,275 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Betterment LLC first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q2 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Betterment LLC held 5,275 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $263K as of Q2 2026.
Betterment LLC bought 1,035 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $51.6K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #606 holding.
Betterment LLC 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 6 quarters since.
Betterment LLC's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $329K in Q2 2025.
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 Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.