DWM
LMBS icon

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

Darwin Wealth 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 		$9.58M Buy
192,500
+6,370
+3% +$318K 2.62% 8
2026
Q1 		$9.27M Buy
186,130
+11,669
+7% +$585K 2.89% 7
2025
Q4 		$8.72M Buy
174,461
+1,429
+0.8% +$71.4K 2.71% 9
2025
Q3 		$8.62M Buy
173,032
+2,334
+1% +$116K 2.74% 9
2025
Q2 		$8.41M Sell
170,698
-17,752
-9% -$869K 2.91% 7
2025
Q1 		$9.17M Hold
188,450
– – 3.08% 5
2024
Q4 		$9.17M Sell
188,450
-28,161
-13% -$1.38M 3.08% 5
2024
Q3 		$10.7M Sell
216,611
-6,528
-3% -$320K 2.94% 7
2024
Q2 		$10.7M Sell
223,139
-6,785
-3% -$326K 5.32% 3
2024
Q1 		$11.1M Sell
229,924
-8,862
-4% -$427K 3.09% 8
2023
Q4 		$11.5M Sell
238,786
-20,118
-8% -$954K 3.1% 7
2023
Q3 		$12.2M Sell
258,904
-7,018
-3% -$334K 3.29% 5
2023
Q2 		$12.6M Buy
265,922
+259
+0.1% +$12.4K 3.25% 7
2023
Q1 		$12.7M Sell
265,663
-6,273
-2% -$300K 3.45% 6
2022
Q4 		$13.1M Buy
271,936
+100,412
+59% +$4.75M 3.38% 7
2022
Q3 		$8.05M Sell
171,524
-16,126
-9% -$778K 2.01% 14
2022
Q2 		$9.1M Sell
187,650
-17,616
-9% -$856K 1.84% 15
2022
Q1 		$10M Sell
205,266
-25,482
-11% -$1.26M 1.65% 14
2021
Q4 		$11.5M Sell
230,748
-89,262
-28% -$4.49M 1.81% 14
2021
Q3 		$16.2M Buy
320,010
+859
+0.3% +$43.6K 2.59% 9
2021
Q2 		$16.2M Buy
319,151
+33,427
+12% +$1.71M 2.64% 9
2021
Q1 		$14.6M Buy
285,724
+39,569
+16% +$2.03M 2.55% 10
2020
Q4 		$12.7M Buy
246,155
+6,010
+3% +$310K 2.38% 8
2020
Q3 		$12.4M Buy
240,145
+131,484
+121% +$6.8M 2.68% 8
2020
Q2 		$5.62M Buy
108,661
+108,361
+36,120% +$5.6M 1.43% 21
2020
Q1 		$15K Buy
+300
New +$15.6K ﹤0.01% 401

Other funds holding LMBS

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Darwin Wealth Management's LMBS Position: Q2 2026 in Review

Darwin Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.4% in Q2 2026, buying an estimated $318K and bringing the position to 192,500 shares worth $9.58M. The position accounts for 2.62% of the portfolio, ranked #8.

Darwin Wealth Management first reported a position in LMBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.2M in Q2 2021. 161 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Darwin Wealth Management held 192,500 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.58M as of Q2 2026.
  • Darwin Wealth Management bought 6,370 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $318K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.62% of Darwin Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Darwin Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
  • Darwin Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16.2M in Q2 2021.
  • 161 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 Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.