Stockman Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $398K | Hold |
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|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $835K | Hold |
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|
2024
Q2 | $812K | Hold |
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|
2024
Q1 | $816K | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $5.18M | Sell |
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|
2022
Q3 | $10.3M | Sell |
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|
2022
Q2 | $13.5M | Sell |
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|
2022
Q1 | $57M | Sell |
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|
2021
Q4 | $60M | Sell |
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|
2021
Q3 | $62M | Buy |
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|
2021
Q2 | $48.1M | Buy |
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|
2021
Q1 | $26.6M | Buy |
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|
2020
Q4 | $4.56M | Buy |
|