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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	0.41%	41
2020 Q1	$166K	Buy	+3,250	New	+$169K	0.07%	179
2019 Q4	–	Sell	-5,625	Closed	-$292K	–	558
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