Mattern Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $584K | Hold |
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|
2024
Q3 | $593K | Hold |
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|
2024
Q2 | $577K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8.22M | Buy |
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|
2020
Q3 | $3.28M | Buy |
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|
2020
Q2 | $2.88M | Buy |
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