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 Q3	$740K	Sell	15,271 -433	-3%	-$21.4K	0.3%	29
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	$1000K	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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

BostonPremier Wealth's LMBS Position: Q3 2026 in Review

BostonPremier Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.8% in Q3 2026, selling an estimated $21.4K and leaving 15,271 shares worth $740K. The position accounts for 0.3% of the portfolio, ranked #29.

BostonPremier Wealth first reported a position in LMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.75M in Q3 2025. 137 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

BostonPremier Wealth held 15,271 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $740K as of Q3 2026.
BostonPremier Wealth sold 433 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $21.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.3% of BostonPremier Wealth's portfolio in Q3 2026, its #29 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 8 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.
137 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.