Burke & Herbert Bank & Trust’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Burke & Herbert Bank & Trust’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	$451K	Hold	9,053	–	–	0.11%	160
2026 Q1	$451K	Buy	9,053 +3,305	+57%	+$166K	0.12%	148
2025 Q4	$287K	Buy	+5,748	New	+$287K	0.08%	187

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

Burke & Herbert Bank & Trust's LMBS Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 9,053 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #160.

Burke & Herbert Bank & Trust first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $451K in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Burke & Herbert Bank & Trust held 9,053 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $451K as of Q2 2026.
Burke & Herbert Bank & Trust left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #160 holding.
Burke & Herbert Bank & Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
Burke & Herbert Bank & Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $451K in Q1 2026.
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 Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.