RWB
RMR Wealth Builders’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
+10,551
| New | +$520K | 0.05% | 161 |
|
|
2022
Q4 | – | Sell |
-135,674
| Closed | -$6.42M | – | 194 |
|
|
2022
Q3 | $6.42M | Buy |
135,674
+13,532
| +11% | +$641K | 1.57% | 15 |
|
|
2022
Q2 | $5.9M | Sell |
122,142
-3,340
| -3% | -$161K | 1.47% | 17 |
|
|
2022
Q1 | $6.14M | Buy |
125,482
+10,607
| +9% | +$519K | 1.32% | 19 |
|
|
2021
Q4 | $5.74M | Buy |
+114,875
| New | +$5.74M | 1.65% | 17 |
|