Old North State Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Old North State Wealth 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
2025 Q4	–	Sell	-5,447	Closed	-$271K	–	126
2025 Q3	$271K	Buy	+5,447	New	+$270K	0.13%	107

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Old North State Wealth Management's LMBS Position: Q4 2025 in Review

Old North State Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 5,447 shares — an estimated $271K sold.

Old North State Wealth Management first reported a position in LMBS in Q3 2025 and held it in 1 quarter. The position peaked at $271K in Q3 2025. 432 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

Old North State Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
Old North State Wealth Management sold 5,447 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $271K.
Old North State Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and held it in 1 quarter.
Old North State Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $271K in Q3 2025.
432 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2025.

Based on Old North State Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.