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

BostonPremier Wealth’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	$782K	Sell	15,704 -1,441	-8%	-$71.9K	0.33%	25
2026 Q1	$854K	Sell	17,145 -2,856	-14%	-$143K	0.44%	22
2025 Q4	$1,000K	Sell	20,001 -95,422	-83%	-$4.77M	0.51%	19
2025 Q3	$5.75M	Buy	115,423 +80	+0.1%	+$3.96K	2.85%	9
2025 Q2	$5.68M	Buy	115,343 +2,197	+2%	+$108K	3.15%	10
2025 Q1	$5.56M	Sell	113,146 -1,987	-2%	-$97.1K	3.45%	10
2024 Q4	$5.6M	Buy	+115,133	New	+$5.62M	3.4%	10

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

BostonPremier Wealth's LMBS Position: Q2 2026 in Review

BostonPremier Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.4% in Q2 2026, selling an estimated $71.9K and leaving 15,704 shares worth $782K. The position accounts for 0.33% of the portfolio, ranked #25.

BostonPremier Wealth first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.75M in Q3 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

BostonPremier Wealth held 15,704 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $782K as of Q2 2026.
BostonPremier Wealth sold 1,441 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $71.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.33% of BostonPremier Wealth's portfolio in Q2 2026, its #25 holding.
BostonPremier Wealth 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.
BostonPremier Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.75M in Q3 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 BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.