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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,419
Closed -$69.8K – 133
2025
Q1 		$69.8K Sell
1,419
-1,239
-47% -$60.9K 0.04% 100
2024
Q4 		$131K Buy
+2,658
New +$131K 0.08% 80