Harbor Investment Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Harbor Investment Advisory’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	$81.9K	Hold	1,645	–	–	0.01%	614
2026 Q1	$81.9K	Hold	1,645	–	–	0.01%	543
2025 Q4	$82.2K	Hold	1,645	–	–	0.01%	553
2025 Q3	$81.9K	Sell	1,645 -1,101	-40%	-$54.5K	0.01%	542
2025 Q2	$135K	Hold	2,746	–	–	0.01%	435
2025 Q1	$135K	Hold	2,746	–	–	0.01%	416
2024 Q4	$134K	Buy	2,746 +459	+20%	+$22.4K	0.01%	405
2024 Q3	$113K	Hold	2,287	–	–	0.01%	436
2024 Q2	$110K	Buy	2,287 +26	+1%	+$1.25K	0.01%	424
2024 Q1	$109K	Buy	2,261 +106	+5%	+$5.11K	0.01%	432
2023 Q4	$104K	Buy	2,155 +445	+26%	+$21.1K	0.01%	413
2023 Q3	$80.8K	Buy	1,710 +320	+23%	+$15.2K	0.01%	443
2023 Q2	$66.3K	Hold	1,390	–	–	0.01%	624
2023 Q1	$66.5K	Hold	1,390	–	–	0.01%	625
2022 Q4	$65.9K	Hold	1,390	–	–	0.01%	608
2022 Q3	$66K	Hold	1,390	–	–	0.01%	591
2022 Q2	$67K	Hold	1,390	–	–	0.01%	608
2022 Q1	$68K	Hold	1,390	–	–	0.01%	654
2021 Q4	$69K	Buy	1,390 +186	+15%	+$9.35K	0.01%	647
2021 Q3	$61K	Hold	1,204	–	–	0.01%	677
2021 Q2	$61K	Buy	1,204 +220	+22%	+$11.2K	0.01%	653
2021 Q1	$50K	Buy	984 +133	+16%	+$6.83K	0.01%	687
2020 Q4	$44K	Buy	851 +251	+42%	+$12.9K	0.01%	657
2020 Q3	$31K	Buy	600 +309	+106%	+$16K	0.01%	634
2020 Q2	$15K	Buy	291 +186	+177%	+$9.6K	﹤0.01%	704
2020 Q1	$5K	Buy	+105	New	+$5.45K	﹤0.01%	857

Other funds holding LMBS

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Harbor Investment Advisory's LMBS Position: Q2 2026 in Review

Harbor Investment Advisory held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 1,645 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #614.

Harbor Investment Advisory first reported a position in LMBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $135K in Q2 2025. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Harbor Investment Advisory held 1,645 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $81.9K as of Q2 2026.
Harbor Investment Advisory left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #614 holding.
Harbor Investment Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
Harbor Investment Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $135K in Q2 2025.
305 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 Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.