Perigon Wealth 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
Perigon Wealth Management's LMBS Position: Q2 2026 in Review
Perigon Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 29% in Q2 2026, buying an estimated $615K and bringing the position to 54,484 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #345.
Perigon Wealth Management first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Perigon Wealth Management held 54,484 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.71M as of Q2 2026.
- Perigon Wealth Management bought 12,335 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $615K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #345 holding.
- Perigon Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
- 456 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.