Robertson Stephens Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Robertson Stephens Wealth Management's LMBS Position: Q2 2026 in Review
Robertson Stephens Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 10% in Q2 2026, selling an estimated $78.3K and leaving 13,531 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #395.
Robertson Stephens Wealth Management first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $766K in Q1 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Robertson Stephens Wealth Management held 13,531 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $674K as of Q2 2026.
- Robertson Stephens Wealth Management sold 1,569 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $78.3K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #395 holding.
- Robertson Stephens Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
- Robertson Stephens Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $766K in Q1 2025.
- 457 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 Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.