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

Perigon Wealth Management’s Portfolio LMBS Stock Details LMBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.26M	Buy
2025 Q2	$1.89M	Buy
2025 Q1	$1.48M	Buy
2024 Q4	$1.41M	Buy
2024 Q3	$1.13M	Buy
2024 Q2	$1.01M	Buy