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

Chiron Capital 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	$1.12M	Buy	22,476 +15,483	+221%	+$772K	1%	26
2026 Q1	$348K	Buy	+6,993	New	+$351K	0.36%	74
2025 Q3	$331K	Sell	6,643 -900	-12%	-$44.5K	0.28%	79
2025 Q2	$372K	Hold	7,543	–	–	0.32%	80
2025 Q1	$371K	Hold	7,543	–	–	0.34%	74
2024 Q4	$367K	Sell	7,543 -2,000	-21%	-$97.7K	0.35%	70
2024 Q3	$472K	Hold	9,543	–	–	0.42%	64
2024 Q2	$459K	Buy	9,543 +2,786	+41%	+$134K	0.44%	65
2024 Q1	$326K	Hold	6,757	–	–	0.3%	79
2023 Q4	$326K	Sell	6,757 -2,733	-29%	-$130K	0.28%	80
2023 Q3	$448K	Sell	9,490 -260	-3%	-$12.4K	0.39%	68
2023 Q2	$465K	Sell	9,750 -2,004	-17%	-$96.1K	0.37%	56
2023 Q1	$563K	Sell	11,754 -425	-3%	-$20.3K	0.39%	58
2022 Q4	$577K	Sell	12,179 -10,429	-46%	-$493K	0.4%	54
2022 Q3	$1.07M	Sell	22,608 -2,281	-9%	-$110K	0.72%	26
2022 Q2	$1.2M	Sell	24,889 -1,320	-5%	-$64.1K	0.76%	25
2022 Q1	$1.28M	Buy	26,209 +1,685	+7%	+$83.4K	0.81%	25
2021 Q4	$1.23M	Sell	24,524 -51	-0.2%	-$2.56K	0.89%	22
2021 Q3	$1.24M	Buy	24,575 +541	+2%	+$27.5K	0.91%	26
2021 Q2	$1.22M	Buy	24,034 +2,674	+13%	+$137K	1.02%	21
2021 Q1	$1.09M	Buy	21,360 +4,360	+26%	+$224K	0.93%	22
2020 Q4	$875K	Buy	17,000 +4,600	+37%	+$237K	0.72%	26
2020 Q3	$641K	Buy	+12,400	New	+$642K	0.52%	30

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

Chiron Capital Management's LMBS Position: Q2 2026 in Review

Chiron Capital Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 221% in Q2 2026, buying an estimated $772K and bringing the position to 22,476 shares worth $1.12M. The position accounts for 1% of the portfolio, ranked #26.

Chiron Capital Management first reported a position in LMBS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q1 2022. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Chiron Capital Management held 22,476 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.12M as of Q2 2026.
Chiron Capital Management bought 15,483 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $772K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1% of Chiron Capital Management's portfolio in Q2 2026, its #26 holding.
Chiron Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 23 quarters since.
Chiron Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.28M in Q1 2022.
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 Chiron Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.