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
Q2
$122K Sell
2,446
-4,797
-66% -$239K 0.01% 419
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: Q2 2026 in Review

NBT Bank reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 66% in Q2 2026, selling an estimated $239K and leaving 2,446 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #419.

NBT Bank first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $462K in Q4 2023. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • NBT Bank held 2,446 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $122K as of Q2 2026.
  • NBT Bank sold 4,797 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $239K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #419 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 11 quarters since.
  • NBT Bank's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $462K in Q4 2023.
  • 457 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 NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.