Harbour Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Harbour Investments’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	$35.8M	Sell	718,902 -11,718	-2%	-$584K	0.48%	41
2026 Q1	$36.4M	Buy	730,620 +201,717	+38%	+$10.1M	0.56%	34
2025 Q4	$26.4M	Buy	528,903 +45,303	+9%	+$2.26M	0.54%	33
2025 Q3	$24.1M	Buy	483,600 +13,995	+3%	+$693K	0.55%	31
2025 Q2	$23.1M	Buy	469,605 +14,432	+3%	+$707K	0.59%	28
2025 Q1	$22.4M	Buy	455,173 +123,651	+37%	+$6.04M	0.64%	27
2024 Q4	$16.1M	Buy	331,522 +13,475	+4%	+$658K	0.46%	35
2024 Q3	$15.7M	Buy	318,047 +49,942	+19%	+$2.44M	0.47%	40
2024 Q2	$12.9M	Buy	268,105 +27,807	+12%	+$1.33M	0.43%	38
2024 Q1	$11.6M	Buy	240,298 +44,357	+23%	+$2.14M	0.41%	38
2023 Q4	$9.47M	Buy	195,941 +31,926	+19%	+$1.51M	0.39%	42
2023 Q3	$7.75M	Sell	164,015 -52,515	-24%	-$2.5M	0.39%	43
2023 Q2	$10.3M	Sell	216,530 -29,689	-12%	-$1.42M	0.51%	29
2023 Q1	$11.8M	Sell	246,219 -28,373	-10%	-$1.36M	0.64%	23
2022 Q4	$13M	Sell	274,592 -44,286	-14%	-$2.09M	0.79%	16
2022 Q3	$15.4M	Hold	318,878	–	–	1.04%	12
2022 Q2	$15.4M	Buy	+318,878	New	+$15.5M	1.04%	12
2021 Q4	$18.5M	Sell	369,999 -43,540	-11%	-$2.19M	1.1%	14
2021 Q3	$20.9M	Buy	413,539 +33,268	+9%	+$1.69M	0.67%	31
2021 Q2	$19.4M	Sell	380,271 -180,818	-32%	-$9.23M	0.62%	32
2021 Q1	$28.6M	Buy	+561,089	New	+$28.8M	1.03%	17

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

Harbour Investments's LMBS Position: Q2 2026 in Review

Harbour Investments reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.6% in Q2 2026, selling an estimated $584K and leaving 718,902 shares worth $35.8M. The position accounts for 0.48% of the portfolio, ranked #41.

Harbour Investments first reported a position in LMBS in Q1 2021 and has held it in 21 quarters since. The position peaked at $36.4M in Q1 2026. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Harbour Investments held 718,902 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $35.8M as of Q2 2026.
Harbour Investments sold 11,718 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $584K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.48% of Harbour Investments's portfolio in Q2 2026, its #41 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $36.4M in Q1 2026.
455 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.