Golden State Equity Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Golden State Equity Partners's LMBS Position: Q2 2026 in Review
Golden State Equity Partners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 99% in Q2 2026, selling an estimated $1.91M and leaving 436 shares worth $21.7K. The position accounts for 0.06% of the portfolio, ranked #173.
Golden State Equity Partners first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.21M in Q3 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Golden State Equity Partners held 436 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $21.7K as of Q2 2026.
- Golden State Equity Partners sold 38,323 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.91M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Golden State Equity Partners's portfolio in Q2 2026, its #173 holding.
- Golden State Equity Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
- Golden State Equity Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.21M in Q3 2025.
- 456 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 Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.