Keystone Wealth Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Keystone Wealth Services's LMBS Position: Q2 2026 in Review
Keystone Wealth Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.3% in Q2 2026, buying an estimated $3.09K and bringing the position to 20,923 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #123.
Keystone Wealth Services first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.56M in Q2 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Keystone Wealth Services held 20,923 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.04M as of Q2 2026.
- Keystone Wealth Services bought 62 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.09K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.19% of Keystone Wealth Services's portfolio in Q2 2026, its #123 holding.
- Keystone Wealth Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
- Keystone Wealth Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.56M in Q2 2025.
- 453 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 Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.