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Retirement Guys Formula’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Retirement Guys Formula’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 		$273K Sell
5,479
-2
-0% -$100 0.1% 131
2026
Q1 		$273K Buy
5,481
+233
+4% +$11.7K 0.13% 118
2025
Q4 		$262K Buy
5,248
+11
+0.2% +$550 0.12% 121
2025
Q3 		$261K Hold
5,237
– – 0.09% 137
2025
Q2 		$258K Hold
5,237
– – 0.1% 120
2025
Q1 		$257K Sell
5,237
-852
-14% -$41.6K 0.13% 115
2024
Q4 		$296K Sell
6,089
-203
-3% -$9.92K 0.15% 105
2024
Q3 		$311K Hold
6,292
– – 0.14% 101
2024
Q2 		$302K Sell
6,292
-58
-0.9% -$2.78K 0.14% 108
2024
Q1 		$306K Hold
6,350
– – 0.15% 107
2023
Q4 		$307K Sell
6,350
-3,765
-37% -$178K 0.16% 113
2023
Q3 		$478K Sell
10,115
-101
-1% -$4.8K 0.33% 85
2023
Q2 		$487K Sell
10,216
-118
-1% -$5.66K 0.28% 89
2023
Q1 		$495K Sell
10,334
-628
-6% -$30.1K 0.35% 82
2022
Q4 		$520K Sell
10,962
-7,311
-40% -$346K 0.43% 68
2022
Q3 		$865K Sell
18,273
-9,383
-34% -$453K 0.91% 20
2022
Q2 		$1.34M Sell
27,656
-656,815
-96% -$31.9M 1.37% 14
2022
Q1 		$33.5M Buy
684,471
+329,663
+93% +$16.3M 22.45% 1
2021
Q4 		$17.7M Buy
+354,808
New +$17.8M 14.08% 1

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Retirement Guys Formula's LMBS Position: Q2 2026 in Review

Retirement Guys Formula reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.04% in Q2 2026, selling an estimated $100 and leaving 5,479 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #131.

Retirement Guys Formula first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.5M in Q1 2022. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Retirement Guys Formula held 5,479 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $273K as of Q2 2026.
  • Retirement Guys Formula sold 2 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $100.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of Retirement Guys Formula's portfolio in Q2 2026, its #131 holding.
  • Retirement Guys Formula first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Guys Formula's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $33.5M in Q1 2022.
  • 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 Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.