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Braun-Bostich & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Braun-Bostich & Associates’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 		$4.32M Buy
86,705
+9,843
+13% +$491K 2.41% 12
2026
Q1 		$3.83M Buy
76,862
+2,721
+4% +$136K 2.4% 13
2025
Q4 		$3.71M Buy
74,141
+923
+1% +$46.1K 2.29% 13
2025
Q3 		$3.65M Buy
73,218
+2,084
+3% +$103K 2.3% 13
2025
Q2 		$3.5M Sell
71,134
-787
-1% -$38.5K 2.39% 12
2025
Q1 		$3.54M Sell
71,921
-12,336
-15% -$603K 2.62% 11
2024
Q4 		$4.1M Buy
84,257
+3,781
+5% +$185K 2.96% 8
2024
Q3 		$3.98M Buy
80,476
+7,824
+11% +$383K 2.77% 9
2024
Q2 		$3.49M Buy
+72,652
New +$3.49M 2.6% 8
2022
Q4 		– Sell
-9,988
Closed -$473K – 64
2022
Q3 		$473K Sell
9,988
-5,910
-37% -$285K 1.45% 28
2022
Q2 		$768K Sell
15,898
-6,459
-29% -$314K 2% 19
2022
Q1 		$1.09M Buy
+22,357
New +$1.11M 2.35% 17
2021
Q4 		– Sell
-46,537
Closed -$2.35M – 130
2021
Q3 		$2.35M Buy
46,537
+160
+0.3% +$8.12K 4.44% 4
2021
Q2 		$2.36M Buy
46,377
+25,924
+127% +$1.32M 4.3% 4
2021
Q1 		$1.04M Buy
20,453
+1,596
+8% +$82K 2.01% 15
2020
Q4 		$971K Buy
+18,857
New +$972K 1.95% 19

Other funds holding LMBS

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Braun-Bostich & Associates's LMBS Position: Q2 2026 in Review

Braun-Bostich & Associates increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, buying an estimated $491K and bringing the position to 86,705 shares worth $4.32M. The position accounts for 2.41% of the portfolio, ranked #12.

Braun-Bostich & Associates first reported a position in LMBS in Q4 2020 and has held it in 16 quarters since. 287 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Braun-Bostich & Associates held 86,705 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.32M as of Q2 2026.
  • Braun-Bostich & Associates bought 9,843 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $491K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.41% of Braun-Bostich & Associates's portfolio in Q2 2026, its #12 holding.
  • Braun-Bostich & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 16 quarters since.
  • 287 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 Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.