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

Retirement Income Solutions’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 		$330K Hold
6,632
– – 0.06% 124
2026
Q1 		$330K Buy
6,632
+49
+0.7% +$2.46K 0.06% 124
2025
Q4 		$329K Hold
6,583
– – 0.06% 117
2025
Q3 		$328K Buy
6,583
+1,848
+39% +$91.5K 0.06% 122
2025
Q2 		$233K Buy
4,735
+101
+2% +$4.95K 0.04% 138
2025
Q1 		$228K Buy
+4,634
New +$226K 0.05% 131
2024
Q4 		– Sell
-4,469
Closed -$221K – 152
2024
Q3 		$221K Buy
4,469
+81
+2% +$3.96K 0.05% 136
2024
Q2 		$211K Sell
4,388
-13,356
-75% -$641K 0.05% 133
2024
Q1 		$856K Sell
17,744
-177
-1% -$8.53K 0.19% 57
2023
Q4 		$866K Sell
17,921
-458
-2% -$21.7K 0.22% 54
2023
Q3 		$868K Buy
18,379
+649
+4% +$30.9K 0.24% 47
2023
Q2 		$845K Buy
17,730
+63
+0.4% +$3.02K 0.23% 53
2023
Q1 		$846K Sell
17,667
-15,297
-46% -$732K 0.25% 52
2022
Q4 		$1.56M Sell
32,964
-136,803
-81% -$6.47M 0.5% 27
2022
Q3 		$8.09M Buy
169,767
+932
+0.6% +$45K 2.9% 9
2022
Q2 		$8.15M Buy
+168,835
New +$8.2M 2.91% 9
2021
Q4 		– Sell
-6,534
Closed -$330K – 112
2021
Q3 		$330K Sell
6,534
-279
-4% -$14.2K 0.11% 78
2021
Q2 		$347K Sell
6,813
-3,488
-34% -$178K 0.12% 76
2021
Q1 		$526K Sell
10,301
-584
-5% -$30K 0.18% 59
2020
Q4 		$560K Sell
10,885
-38,103
-78% -$1.96M 0.2% 56
2020
Q3 		$2.53M Sell
48,988
-15,325
-24% -$793K 1.12% 17
2020
Q2 		$3.32M Buy
64,313
+519
+0.8% +$26.8K 1.4% 15
2020
Q1 		$3.25M Buy
63,794
+1,432
+2% +$74.4K 1.83% 9
2019
Q4 		$3.23M Sell
62,362
-14,927
-19% -$775K 1.34% 10
2019
Q3 		$4.02M Sell
77,289
-3,540
-4% -$184K 2.14% 8
2019
Q2 		$4.18M Buy
80,829
+35,712
+79% +$1.84M 2.23% 8
2019
Q1 		$2.31M Sell
45,117
-1,172
-3% -$60K 1.33% 12
2018
Q4 		$2.36M Buy
46,289
+2,281
+5% +$116K 1.53% 10
2018
Q3 		$2.24M Buy
44,008
+4,806
+12% +$246K 1.26% 11
2018
Q2 		$2.01M Buy
+39,202
New +$2.01M 1.22% 12

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 $103B AUM 28.65% 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 Income Solutions's LMBS Position: Q2 2026 in Review

Retirement Income Solutions held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 6,632 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #124.

Retirement Income Solutions first reported a position in LMBS in Q2 2018 and has held it in 30 quarters since. The position peaked at $8.15M in Q2 2022. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Retirement Income Solutions held 6,632 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $330K as of Q2 2026.
  • Retirement Income Solutions left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #124 holding.
  • Retirement Income Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and has held it in 30 quarters since.
  • Retirement Income Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.15M in Q2 2022.
  • 453 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 Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.