Goldstone Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Goldstone Financial Group’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	$504K	Buy	10,122 +864	+9%	+$43.1K	0.05%	179
2026 Q1	$461K	Sell	9,258 -367	-4%	-$18.4K	0.05%	171
2025 Q4	$481K	Buy	9,625 +1,407	+17%	+$70.3K	0.05%	164
2025 Q3	$409K	Sell	8,218 -351	-4%	-$17.4K	0.05%	173
2025 Q2	$422K	Buy	8,569 +3,032	+55%	+$148K	0.06%	165
2025 Q1	$272K	Buy	+5,537	New	+$271K	0.04%	177
2023 Q4	–	Sell	-18,410	Closed	-$870K	–	165
2023 Q3	$870K	Buy	18,410 +2,051	+13%	+$97.5K	0.26%	77
2023 Q2	$780K	Buy	16,359 +5,105	+45%	+$245K	0.23%	80
2023 Q1	$539K	Buy	+11,254	New	+$539K	0.18%	83

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

Goldstone Financial Group's LMBS Position: Q2 2026 in Review

Goldstone Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.3% in Q2 2026, buying an estimated $43.1K and bringing the position to 10,122 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #179.

Goldstone Financial Group first reported a position in LMBS in Q1 2023 and has held it in 9 quarters since. The position peaked at $870K in Q3 2023. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Goldstone Financial Group held 10,122 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $504K as of Q2 2026.
Goldstone Financial Group bought 864 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $43.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Goldstone Financial Group's portfolio in Q2 2026, its #179 holding.
Goldstone Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and has held it in 9 quarters since.
Goldstone Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $870K in Q3 2023.
457 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 Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.