Cheviot Value Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cheviot Value Management’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	$12.7K	Hold	255	–	–	﹤0.01%	289
2026 Q1	$12.7K	Hold	255	–	–	﹤0.01%	275
2025 Q4	$12.8K	Hold	255	–	–	﹤0.01%	278
2025 Q3	$12.8K	Hold	255	–	–	﹤0.01%	296
2025 Q2	$12.6K	Hold	255	–	–	﹤0.01%	274
2025 Q1	$12.5K	Buy	+255	New	+$12.5K	﹤0.01%	271

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

Cheviot Value Management's LMBS Position: Q2 2026 in Review

Cheviot Value Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 255 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Cheviot Value Management first reported a position in LMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.8K in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Cheviot Value Management held 255 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.7K as of Q2 2026.
Cheviot Value Management 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 ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #289 holding.
Cheviot Value Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $12.8K in Q4 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 Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.