Laraway Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Laraway Financial Advisors’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	$389K	Sell	7,810 -46	-0.6%	-$2.29K	0.24%	99
2026 Q1	$391K	Sell	7,856 -245	-3%	-$12.3K	0.28%	87
2025 Q4	$405K	Sell	8,101 -596	-7%	-$29.8K	0.26%	83
2025 Q3	$433K	Sell	8,697 -396	-4%	-$19.6K	0.3%	76
2025 Q2	$448K	Sell	9,093 -556	-6%	-$27.2K	0.34%	71
2025 Q1	$474K	Sell	9,649 -91	-0.9%	-$4.45K	0.38%	66
2024 Q4	$474K	Buy	9,740 +4	+0%	+$195	0.37%	67
2024 Q3	$481K	Sell	9,736 -596	-6%	-$29.2K	0.38%	69
2024 Q2	$496K	Buy	10,332 +124	+1%	+$5.95K	0.42%	64
2024 Q1	$493K	Sell	10,208 -554	-5%	-$26.7K	0.43%	68
2023 Q4	$520K	Sell	10,762 -96	-0.9%	-$4.55K	0.49%	62
2023 Q3	$513K	Sell	10,858 -196	-2%	-$9.32K	0.53%	61
2023 Q2	$527K	Sell	11,054 -197	-2%	-$9.44K	0.52%	61
2023 Q1	$539K	Sell	11,251 -297	-3%	-$14.2K	0.55%	59
2022 Q4	$547K	Sell	11,548 -502	-4%	-$23.7K	0.57%	57
2022 Q3	$570K	Sell	12,050 -100	-0.8%	-$4.83K	0.64%	45
2022 Q2	$587K	Sell	12,150 -120	-1%	-$5.83K	0.62%	49
2022 Q1	$601K	Sell	12,270 -260	-2%	-$12.9K	0.55%	58
2021 Q4	$626K	Buy	+12,530	New	+$630K	0.56%	63

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

Laraway Financial Advisors's LMBS Position: Q2 2026 in Review

Laraway Financial Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.59% in Q2 2026, selling an estimated $2.29K and leaving 7,810 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #99.

Laraway Financial Advisors first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $626K in Q4 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Laraway Financial Advisors held 7,810 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $389K as of Q2 2026.
Laraway Financial Advisors sold 46 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.29K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.24% of Laraway Financial Advisors's portfolio in Q2 2026, its #99 holding.
Laraway Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
Laraway Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $626K in Q4 2021.
457 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 Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.