RWB
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RMR Wealth Builders’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

RMR Wealth Builders’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
Q1 		$236K Sell
4,747
-85
-2% -$4.26K 0.02% 251
2025
Q4 		$242K Hold
4,832
– – 0.02% 252
2025
Q3 		$241K Sell
4,832
-5,719
-54% -$283K 0.02% 250
2025
Q2 		$520K Buy
+10,551
New +$517K 0.05% 161
2022
Q4 		– Sell
-135,674
Closed -$6.42M – 194
2022
Q3 		$6.42M Buy
135,674
+13,532
+11% +$653K 1.57% 15
2022
Q2 		$5.9M Sell
122,142
-3,340
-3% -$162K 1.47% 17
2022
Q1 		$6.14M Buy
125,482
+10,607
+9% +$525K 1.32% 19
2021
Q4 		$5.74M Buy
+114,875
New +$5.77M 1.65% 17

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return