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

Maripau 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
2026 Q1	–	Sell	-4,088	Closed	-$204K	–	172
2025 Q4	$204K	Sell	4,088 -639	-14%	-$31.9K	0.09%	151
2025 Q3	$235K	Buy	+4,727	New	+$234K	0.12%	128
2024 Q2	–	Sell	-4,395	Closed	-$212K	–	161
2024 Q1	$212K	Sell	4,395 -11	-0.2%	-$530	0.16%	128
2023 Q4	$213K	Sell	4,406 -148	-3%	-$7.02K	0.19%	102
2023 Q3	$215K	Sell	4,554 -828	-15%	-$39.4K	0.2%	90
2023 Q2	$257K	Sell	5,382 -3,320	-38%	-$159K	0.23%	78
2023 Q1	$417K	Sell	8,702 -303	-3%	-$14.5K	0.43%	48
2022 Q4	$434K	Sell	9,005 -880	-9%	-$41.6K	0.45%	47
2022 Q3	$463K	Buy	9,885 +2,562	+35%	+$124K	0.5%	48
2022 Q2	$356K	Sell	7,323 -1,535	-17%	-$74.6K	0.39%	52
2022 Q1	$431K	Buy	+8,858	New	+$439K	0.39%	54

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Maripau Wealth Management's LMBS Position: Q1 2026 in Review

Maripau Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 4,088 shares — an estimated $204K sold.

Maripau Wealth Management first reported a position in LMBS in Q1 2022 and held it in 11 quarters. The position peaked at $463K in Q3 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Maripau Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Maripau Wealth Management sold 4,088 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $204K.
Maripau Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 11 quarters.
Maripau Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $463K in Q3 2022.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.