SWM
LMBS icon

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

Stockman 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
Q4 		– Sell
-8,000
Closed -$398K – 185
2025
Q3 		$398K Hold
8,000
– – 0.05% 121
2025
Q2 		$394K Hold
8,000
– – 0.05% 119
2025
Q1 		$393K Sell
8,000
-7,155
-47% -$350K 0.06% 117
2024
Q4 		$738K Sell
15,155
-1,751
-10% -$85.5K 0.12% 83
2024
Q3 		$835K Hold
16,906
– – 0.13% 76
2024
Q2 		$812K Hold
16,906
– – 0.14% 76
2024
Q1 		$816K Sell
16,906
-6,178
-27% -$298K 0.14% 76
2023
Q4 		$1.12M Sell
23,084
-16,160
-41% -$766K 0.22% 65
2023
Q3 		$1.85M Sell
39,244
-3,913
-9% -$186K 0.41% 49
2023
Q2 		$2.06M Sell
43,157
-10,072
-19% -$483K 0.44% 50
2023
Q1 		$2.55M Sell
53,229
-55,959
-51% -$2.68M 0.57% 46
2022
Q4 		$5.18M Sell
109,188
-108,776
-50% -$5.14M 1.19% 34
2022
Q3 		$10.3M Sell
217,964
-61,457
-22% -$2.97M 2.79% 5
2022
Q2 		$13.5M Sell
279,421
-885,934
-76% -$43M 3.44% 3
2022
Q1 		$57M Sell
1,165,355
-35,465
-3% -$1.76M 11.84% 1
2021
Q4 		$60M Sell
1,200,820
-25,758
-2% -$1.29M 12.25% 1
2021
Q3 		$62M Buy
1,226,578
+280,931
+30% +$14.3M 13.81% 1
2021
Q2 		$48.1M Buy
945,647
+424,427
+81% +$21.7M 11.5% 1
2021
Q1 		$26.6M Buy
521,220
+432,666
+489% +$22.2M 7.41% 1
2020
Q4 		$4.56M Buy
+88,554
New +$4.57M 1.4% 29

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Stockman Wealth Management's LMBS Position: Q4 2025 in Review

Stockman Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 8,000 shares — an estimated $398K sold.

Stockman Wealth Management first reported a position in LMBS in Q4 2020 and held it in 20 quarters. The position peaked at $62M in Q3 2021. 431 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

  • Stockman Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Stockman Wealth Management sold 8,000 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $398K.
  • Stockman Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 20 quarters.
  • Stockman Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $62M in Q3 2021.
  • 431 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2025.

Based on Stockman Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.