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 Q2	$235K	Sell	4,724 -23	-0.5%	-$1.15K	0.01%	283
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 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

RMR Wealth Builders's LMBS Position: Q2 2026 in Review

RMR Wealth Builders reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.48% in Q2 2026, selling an estimated $1.15K and leaving 4,724 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #283.

RMR Wealth Builders first reported a position in LMBS in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.42M in Q3 2022. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

RMR Wealth Builders held 4,724 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $235K as of Q2 2026.
RMR Wealth Builders sold 23 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.15K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #283 holding.
RMR Wealth Builders 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 9 quarters since.
RMR Wealth Builders's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.42M in Q3 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 RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.