CHC
LMBS icon

City Holding Co’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

City Holding Co’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 		$2.87M Buy
57,711
+2,276
+4% +$114K 0.32% 84
2026
Q1 		$2.76M Buy
55,435
+647
+1% +$32.4K 0.35% 81
2025
Q4 		$2.74M Buy
54,788
+582
+1% +$29.1K 0.34% 83
2025
Q3 		$2.7M Buy
54,206
+491
+0.9% +$24.3K 0.34% 77
2025
Q2 		$2.65M Buy
53,715
+1,134
+2% +$55.5K 0.35% 78
2025
Q1 		$2.58M Buy
52,581
+11,353
+28% +$555K 0.36% 76
2024
Q4 		$2.01M Buy
41,228
+838
+2% +$40.9K 0.28% 91
2024
Q3 		$2M Buy
40,390
+20
+0% +$979 0.28% 93
2024
Q2 		$1.94M Buy
40,370
+300
+0.7% +$14.4K 0.29% 88
2024
Q1 		$1.93M Sell
40,070
-740
-2% -$35.7K 0.29% 90
2023
Q4 		$1.97M Buy
40,810
+12,865
+46% +$610K 0.32% 84
2023
Q3 		$1.32M Buy
27,945
+9,525
+52% +$453K 0.24% 105
2023
Q2 		$878K Buy
18,420
+1,165
+7% +$55.8K 0.15% 141
2023
Q1 		$826K Buy
17,255
+8,775
+103% +$420K 0.15% 140
2022
Q4 		$402K Buy
+8,480
New +$401K 0.08% 183

Other funds holding LMBS

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return