Laird Norton Wetherby Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Laird Norton Wetherby Wealth Management’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
2021 Q2	–	Sell	-8,400	Closed	-$429K	–	938
2021 Q1	$429K	Sell	8,400 -2,000	-19%	-$103K	0.03%	487
2020 Q4	$535K	Sell	10,400 -1,000	-9%	-$51.6K	0.04%	441
2020 Q3	$589K	Hold	11,400	–	–	0.05%	342
2020 Q2	$589K	Hold	11,400	–	–	0.06%	325
2020 Q1	$581K	Buy	+11,400	New	+$592K	0.07%	288

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's LMBS Position: Q2 2021 in Review

Laird Norton Wetherby Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 8,400 shares — an estimated $429K sold.

Laird Norton Wetherby Wealth Management first reported a position in LMBS in Q1 2020 and held it in 5 quarters. The position peaked at $589K in Q3 2020. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

Laird Norton Wetherby Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 8,400 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $429K.
Laird Norton Wetherby Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $589K in Q3 2020.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.