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Grove Bank & Trust’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Grove Bank & Trust’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 		$10.9M Buy
219,414
+10,977
+5% +$547K 1.08% 23
2026
Q1 		$10.4M Buy
208,437
+11,727
+6% +$588K 1.17% 25
2025
Q4 		$9.83M Buy
196,710
+8,696
+5% +$435K 1.11% 23
2025
Q3 		$9.36M Buy
188,014
+31,237
+20% +$1.55M 1.1% 23
2025
Q2 		$7.72M Buy
156,777
+3,682
+2% +$180K 0.96% 26
2025
Q1 		$7.53M Buy
153,095
+10,737
+8% +$525K 1.01% 24
2024
Q4 		$6.93M Buy
142,358
+3,710
+3% +$181K 0.96% 23
2024
Q3 		$6.85M Buy
138,648
+16,374
+13% +$801K 1.01% 21
2024
Q2 		$5.88M Sell
122,274
-3,208
-3% -$154K 0.94% 23
2024
Q1 		$6.05M Buy
125,482
+11,075
+10% +$534K 1.02% 23
2023
Q4 		$5.53M Sell
114,407
-9,036
-7% -$428K 1.02% 23
2023
Q3 		$5.83M Sell
123,443
-3,607
-3% -$172K 1.19% 17
2023
Q2 		$6.06M Sell
127,050
-556
-0.4% -$26.6K 1.22% 17
2023
Q1 		$6.11M Sell
127,606
-2,599
-2% -$124K 1.29% 17
2022
Q4 		$6.17M Sell
130,205
-7,346
-5% -$347K 1.36% 16
2022
Q3 		$6.51M Buy
137,551
+161
+0.1% +$7.77K 1.61% 13
2022
Q2 		$6.64M Sell
137,390
-1,636
-1% -$79.5K 1.59% 12
2022
Q1 		$6.8M Sell
139,026
-9,579
-6% -$474K 1.34% 14
2021
Q4 		$7.43M Sell
148,605
-10,047
-6% -$505K 1.42% 13
2021
Q3 		$8.02M Buy
158,652
+1,303
+0.8% +$66.1K 1.69% 11
2021
Q2 		$8.01M Sell
157,349
-4,463
-3% -$228K 1.73% 11
2021
Q1 		$8.26M Sell
161,812
-9,112
-5% -$468K 1.94% 10
2020
Q4 		$8.8M Sell
170,924
-5,545
-3% -$286K 2.29% 8
2020
Q3 		$9.12M Sell
176,469
-8,783
-5% -$454K 2.79% 7
2020
Q2 		$9.57M Sell
185,252
-18,305
-9% -$945K 3.15% 5
2020
Q1 		$10.4M Buy
203,557
+3,979
+2% +$207K 4.1% 4
2019
Q4 		$10.3M Buy
199,578
+1,205
+0.6% +$62.5K 3.11% 5
2019
Q3 		$10.3M Buy
198,373
+6,883
+4% +$357K 3.32% 5
2019
Q2 		$9.9M Buy
191,490
+1,654
+0.9% +$85.1K 3.62% 5
2019
Q1 		$9.73M Sell
189,836
-1,434
-0.7% -$73.4K 3.74% 5
2018
Q4 		$9.77M Buy
191,270
+25,901
+16% +$1.32M 4.56% 4
2018
Q3 		$8.43M Buy
165,369
+140,681
+570% +$7.19M 3.46% 5
2018
Q2 		$1.26M Buy
+24,688
New +$1.26M 0.54% 47

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Grove Bank & Trust's LMBS Position: Q2 2026 in Review

Grove Bank & Trust increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.3% in Q2 2026, buying an estimated $547K and bringing the position to 219,414 shares worth $10.9M. The position accounts for 1.08% of the portfolio, ranked #23.

Grove Bank & Trust first reported a position in LMBS in Q2 2018 and has held it in 33 quarters since. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Grove Bank & Trust held 219,414 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $10.9M as of Q2 2026.
  • Grove Bank & Trust bought 10,977 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $547K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.08% of Grove Bank & Trust's portfolio in Q2 2026, its #23 holding.
  • Grove Bank & Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and has held it in 33 quarters since.
  • 76 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 Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.