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

Golden State 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	$2.66M	Sell	53,522 -24	-0%	-$1.2K	0.24%	95
2026 Q1	$2.67M	Buy	53,546 +5,013	+10%	+$251K	0.29%	73
2025 Q4	$2.43M	Buy	48,533 +1,218	+3%	+$60.9K	0.26%	76
2025 Q3	$2.36M	Buy	47,315 +43,985	+1,321%	+$2.18M	0.26%	75
2025 Q2	$164K	Sell	3,330 -1,451	-30%	-$71K	0.02%	392
2025 Q1	$235K	Buy	4,781 +4,531	+1,812%	+$221K	0.03%	316
2024 Q4	$12.2K	Buy	+250	New	+$12.2K	﹤0.01%	911
2022 Q1	–	Sell	-6,963	Closed	-$348K	–	336
2021 Q4	$348K	Sell	6,963 -1,599	-19%	-$80.4K	0.06%	268
2021 Q3	$433K	Buy	8,562 +602	+8%	+$30.6K	0.09%	182
2021 Q2	$405K	Sell	7,960 -906	-10%	-$46.3K	0.09%	189
2021 Q1	$452K	Sell	8,866 -18,648	-68%	-$958K	0.15%	110
2020 Q4	$1.42M	Buy	27,514 +9,260	+51%	+$478K	0.41%	48
2020 Q3	$943K	Sell	18,254 -6,775	-27%	-$351K	0.32%	54
2020 Q2	$1.29M	Buy	25,029 +21,779	+670%	+$1.12M	0.33%	61
2020 Q1	$166K	Buy	+3,250	New	+$169K	0.07%	179
2019 Q4	–	Sell	-5,625	Closed	-$292K	–	557
2019 Q3	$292K	Hold	5,625	–	–	0.1%	158
2019 Q2	$290K	Buy	5,625 +3,918	+230%	+$202K	0.09%	170
2019 Q1	$88K	Buy	+1,707	New	+$87.3K	0.03%	341

Other funds holding LMBS

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Golden State Wealth Management's LMBS Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.04% in Q2 2026, selling an estimated $1.2K and leaving 53,522 shares worth $2.66M. The position accounts for 0.24% of the portfolio, ranked #95.

Golden State Wealth Management first reported a position in LMBS in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.67M in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Golden State Wealth Management held 53,522 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.66M as of Q2 2026.
Golden State Wealth Management sold 24 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.24% of Golden State Wealth Management's portfolio in Q2 2026, its #95 holding.
Golden State Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 18 quarters since.
Golden State Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.67M in Q1 2026.
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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.