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Robertson Stephens Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Robertson Stephens Wealth Management’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 		$674K Sell
13,531
-1,569
-10% -$78.3K 0.02% 395
2026
Q1 		$752K Buy
15,100
+258
+2% +$12.9K 0.02% 344
2025
Q4 		$742K Buy
14,842
+470
+3% +$23.5K 0.02% 357
2025
Q3 		$716K Sell
14,372
-565
-4% -$28K 0.02% 295
2025
Q2 		$736K Sell
14,937
-637
-4% -$31.2K 0.02% 308
2025
Q1 		$766K Sell
15,574
-64
-0.4% -$3.13K 0.03% 300
2024
Q4 		$761K Buy
15,638
+6,429
+70% +$314K 0.03% 289
2024
Q3 		$455K Buy
9,209
+2,774
+43% +$136K 0.02% 436
2024
Q2 		$309K Buy
6,435
+387
+6% +$18.6K 0.02% 406
2024
Q1 		$292K Hold
6,048
– – 0.02% 427
2023
Q4 		$292K Buy
+6,048
New +$287K 0.02% 385

Other funds holding LMBS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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. 231 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.
  • 231 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.