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
2025 Q3	$716K	Sell
2025 Q2	$736K	Sell
2025 Q1	$766K	Sell
2024 Q4	$761K	Buy
2024 Q3	$455K	Buy
2024 Q2	$309K	Buy
2024 Q1	$292K	Hold
2023 Q4	$292K	Buy