Raab & Moskowitz Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Raab & Moskowitz Asset 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
2026 Q2	$1.26M	Sell	25,238 -1,126	-4%	-$56.2K	0.25%	83
2026 Q1	$1.31M	Buy	26,364 +483	+2%	+$24.2K	0.29%	77
2025 Q4	$1.29M	Buy	25,881 +11,990	+86%	+$599K	0.28%	84
2025 Q3	$692K	Buy	13,891 +3,030	+28%	+$150K	0.15%	112
2025 Q2	$535K	Sell	10,861 -197	-2%	-$9.64K	0.13%	123
2025 Q1	$544K	Buy	11,058 +575	+5%	+$28.1K	0.14%	120
2024 Q4	$510K	Sell	10,483 -210	-2%	-$10.3K	0.13%	123
2024 Q3	$528K	Buy	10,693 +1	+0%	+$49	0.13%	119
2024 Q2	$514K	Buy	10,692 +1,404	+15%	+$67.4K	0.14%	117
2024 Q1	$448K	Buy	9,288 +4,240	+84%	+$204K	0.13%	122
2023 Q4	$244K	Sell	5,048 -1	-0%	-$47	0.08%	153
2023 Q3	$238K	Sell	5,049 -30	-0.6%	-$1.43K	0.08%	152
2023 Q2	$242K	Sell	5,079 -210	-4%	-$10.1K	0.08%	156
2023 Q1	$253K	Sell	5,289 -110	-2%	-$5.27K	0.09%	146
2022 Q4	$256K	Buy	5,399 +501	+10%	+$23.7K	0.1%	141
2022 Q3	$231K	Hold	4,898	–	–	0.1%	143
2022 Q2	$236K	Sell	4,898 -660	-12%	-$32.1K	0.09%	146
2022 Q1	$272K	Buy	5,558 +152	+3%	+$7.53K	0.09%	145
2021 Q4	$270K	Buy	5,406 +693	+15%	+$34.8K	0.09%	144
2021 Q3	$238K	Buy	+4,713	New	+$239K	0.09%	149
2020 Q1	–	Sell	-109	Closed	-$5K	–	362
2019 Q4	$5K	Buy	+109	New	+$5.66K	﹤0.01%	454

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

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

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

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

Raab & Moskowitz Asset Management's LMBS Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.3% in Q2 2026, selling an estimated $56.2K and leaving 25,238 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #83.

Raab & Moskowitz Asset Management first reported a position in LMBS in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.31M in Q1 2026. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Raab & Moskowitz Asset Management held 25,238 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.26M as of Q2 2026.
Raab & Moskowitz Asset Management sold 1,126 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $56.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.25% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #83 holding.
Raab & Moskowitz Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 21 quarters since.
Raab & Moskowitz Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.31M in Q1 2026.
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 Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.