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: Q1 2026 in Review
Golden State Equity Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 80% in Q1 2026, buying an estimated $864K and bringing the position to 38,759 shares worth $1.93M. The position accounts for 0.15% of the portfolio, ranked #165.
Golden State Equity Partners first reported a position in LMBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.21M in Q3 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Golden State Equity Partners held 38,759 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.93M as of Q1 2026.
- Golden State Equity Partners bought 17,226 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $864K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.15% of Golden State Equity Partners's portfolio in Q1 2026, its #165 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 3 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.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.