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Lloyd Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Lloyd Advisory Services’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
Q1 		– Hold
0
– -$21 – 968
2025
Q4 		– Hold
0
– – – 551
2024
Q2 		– Sell
-20,273
Closed -$829K – 152
2024
Q1 		$829K Buy
+20,273
New +$977K 0.18% 99
2022
Q2 		– Sell
-2,207
Closed -$108K – 359
2022
Q1 		$108K Sell
2,207
-309
-12% -$15.3K 0.05% 154
2021
Q4 		$126K Sell
2,516
-2,694
-52% -$135K 0.06% 122
2021
Q3 		$264K Buy
5,210
+145
+3% +$7.36K 0.14% 60
2021
Q2 		$258K Buy
5,065
+352
+7% +$18K 0.13% 62
2021
Q1 		$241K Sell
4,713
-1,868
-28% -$96K 0.13% 53
2020
Q4 		$339K Buy
6,581
+105
+2% +$5.42K 0.19% 33
2020
Q3 		$335K Sell
6,476
-1,108
-15% -$57.3K 0.2% 28
2020
Q2 		$392K Sell
7,584
-939
-11% -$48.5K 0.25% 27
2020
Q1 		$435K Buy
8,523
+815
+11% +$42.3K 0.32% 25
2019
Q4 		$399K Buy
+7,708
New +$400K 0.36% 35

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return