Harbor Investment Advisory’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Hold |
2,746
| – | – | 0.01% | 433 |
|
|
2025
Q1 | $135K | Hold |
2,746
| – | – | 0.01% | 415 |
|
|
2024
Q4 | $134K | Buy |
2,746
+459
| +20% | +$22.3K | 0.01% | 403 |
|
|
2024
Q3 | $113K | Hold |
2,287
| – | – | 0.01% | 435 |
|
|
2024
Q2 | $110K | Buy |
2,287
+26
| +1% | +$1.25K | 0.01% | 423 |
|
|
2024
Q1 | $109K | Buy |
2,261
+106
| +5% | +$5.11K | 0.01% | 432 |
|
|
2023
Q4 | $104K | Buy |
2,155
+445
| +26% | +$21.5K | 0.01% | 413 |
|
|
2023
Q3 | $80.8K | Buy |
1,710
+320
| +23% | +$15.1K | 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% | 590 |
|
|
2022
Q2 | $67K | Hold |
1,390
| – | – | 0.01% | 607 |
|
|
2022
Q1 | $68K | Hold |
1,390
| – | – | 0.01% | 654 |
|
|
2021
Q4 | $69K | Buy |
1,390
+186
| +15% | +$9.23K | 0.01% | 647 |
|
|
2021
Q3 | $61K | Hold |
1,204
| – | – | 0.01% | 676 |
|
|
2021
Q2 | $61K | Buy |
1,204
+220
| +22% | +$11.1K | 0.01% | 652 |
|
|
2021
Q1 | $50K | Buy |
984
+133
| +16% | +$6.76K | 0.01% | 685 |
|
|
2020
Q4 | $44K | Buy |
851
+251
| +42% | +$13K | 0.01% | 655 |
|
|
2020
Q3 | $31K | Buy |
600
+309
| +106% | +$16K | 0.01% | 628 |
|
|
2020
Q2 | $15K | Buy |
291
+186
| +177% | +$9.59K | ﹤0.01% | 698 |
|
|
2020
Q1 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 854 |
|