Per Stirling Capital Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Per Stirling Capital Management's LMBS Position: Q2 2026 in Review
Per Stirling Capital Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 11% in Q2 2026, buying an estimated $1.32M and bringing the position to 261,396 shares worth $13M. The position accounts for 1.24% of the portfolio, ranked #24.
Per Stirling Capital Management first reported a position in LMBS in Q4 2022 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Per Stirling Capital Management held 261,396 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $13M as of Q2 2026.
- Per Stirling Capital Management bought 26,507 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.32M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.24% of Per Stirling Capital Management's portfolio in Q2 2026, its #24 holding.
- Per Stirling Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 11 quarters since.
- 455 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 Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.