Laurel Oak Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Laurel Oak Wealth Management's LMBS Position: Q2 2026 in Review
Laurel Oak Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 67% in Q2 2026, buying an estimated $317K and bringing the position to 15,761 shares worth $785K. The position accounts for 0.11% of the portfolio, ranked #150.
Laurel Oak Wealth Management first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Laurel Oak Wealth Management held 15,761 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $785K as of Q2 2026.
- Laurel Oak Wealth Management bought 6,350 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $317K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #150 holding.
- Laurel Oak Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
- 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 Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.