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

Marshall Investment 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 Q2	$111K	Buy	2,223 +22	+1%	+$1.1K	0.05%	96
2026 Q1	$110K	Buy	+2,201	New	+$110K	0.05%	92
2025 Q2	–	Sell	-1,419	Closed	-$69.8K	–	131
2025 Q1	$69.8K	Sell	1,419 -1,239	-47%	-$60.5K	0.04%	100
2024 Q4	$131K	Buy	+2,658	New	+$130K	0.08%	80

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

Marshall Investment Management's LMBS Position: Q2 2026 in Review

Marshall Investment Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,223 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #96.

Marshall Investment Management first reported a position in LMBS in Q4 2024 and has held it in 4 quarters since. The position peaked at $131K in Q4 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Marshall Investment Management held 2,223 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $111K as of Q2 2026.
Marshall Investment Management bought 22 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Marshall Investment Management's portfolio in Q2 2026, its #96 holding.
Marshall Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 4 quarters since.
Marshall Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $131K in Q4 2024.
456 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 Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.