Cypress Wealth Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cypress Wealth Services’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
2021 Q2	–	Sell	-4,800	Closed	-$245K	–	292
2021 Q1	$245K	Sell	4,800 -5,900	-55%	-$303K	0.05%	245
2020 Q4	$551K	Buy	+10,700	New	+$552K	0.12%	139
2020 Q3	–	Sell	-10,700	Closed	-$554K	–	399
2020 Q2	$553K	Hold	10,700	–	–	0.13%	142
2020 Q1	$546K	Hold	10,700	–	–	0.16%	121
2019 Q4	$554K	Hold	10,700	–	–	0.14%	125
2019 Q3	$556K	Hold	10,700	–	–	0.15%	124
2019 Q2	$553K	Hold	10,700	–	–	0.16%	124
2019 Q1	$549K	Buy	10,700 +4,800	+81%	+$246K	0.17%	114
2018 Q4	$301K	Hold	5,900	–	–	0.12%	153
2018 Q3	$301K	Hold	5,900	–	–	0.11%	165
2018 Q2	$302K	Buy	+5,900	New	+$302K	0.11%	159

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cypress Wealth Services's LMBS Position: Q2 2021 in Review

Cypress Wealth Services sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 4,800 shares — an estimated $245K sold.

Cypress Wealth Services first reported a position in LMBS in Q2 2018 and held it in 11 quarters. The position peaked at $556K in Q3 2019. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

Cypress Wealth Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 4,800 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $245K.
Cypress Wealth Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and held it in 11 quarters.
Cypress Wealth Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $556K in Q3 2019.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.