NBT Bank’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
2026
Q1
$361K Buy
7,243
+7,193
+14,386% +$361K 0.02% 310
2025
Q4
$362K Hold
50
0.02% 307
2025
Q3
$364K Sell
50
-7,251
-99% -$359K 0.02% 308
2025
Q2
$360K Sell
7,301
-237
-3% -$11.6K 0.02% 304
2025
Q1
$371K Sell
7,538
-253
-3% -$12.4K 0.03% 304
2024
Q4
$379K Sell
7,791
-1,174
-13% -$57.3K 0.03% 298
2024
Q3
$455K Buy
8,965
+737
+9% +$36.1K 0.03% 295
2024
Q2
$395K Sell
8,228
-581
-7% -$27.9K 0.03% 301
2024
Q1
$425K Sell
8,809
-761
-8% -$36.7K 0.03% 291
2023
Q4
$462K Buy
+9,570
New +$454K 0.04% 275

Other funds holding LMBS

NBT Bank's LMBS Position: Q1 2026 in Review

NBT Bank increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14,386% in Q1 2026, buying an estimated $361K and bringing the position to 7,243 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #310.

NBT Bank first reported a position in LMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $462K in Q4 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • NBT Bank held 7,243 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $361K as of Q1 2026.
  • NBT Bank bought 7,193 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $361K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #310 holding.
  • NBT Bank first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $462K in Q4 2023.
  • 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 NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.