Spurstone Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Spurstone Advisory Services's LMBS Position: Q1 2026 in Review
Spurstone Advisory Services held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 8 shares worth $398. The position accounts for 0.01% of the portfolio, ranked #63.
Spurstone Advisory Services first reported a position in LMBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $400 in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Spurstone Advisory Services held 8 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $398 as of Q1 2026.
- Spurstone Advisory Services left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #63 holding.
- Spurstone Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
- Spurstone Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $400 in Q4 2025.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.