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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Cheviot Value Management's LMBS Position: Q1 2026 in Review

Cheviot Value Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 255 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Cheviot Value Management first reported a position in LMBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.8K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 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 Q1 2026.
  • Cheviot Value Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #275 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 5 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.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.