Stonebridge Financial Planning Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-2,255	Closed	-$112K	–	256
2021 Q4	$112K	Hold	2,255	–	–	0.06%	151
2021 Q3	$114K	Hold	2,255	–	–	0.06%	151
2021 Q2	$115K	Hold	2,255	–	–	0.06%	150
2021 Q1	$115K	Sell	2,255 -1,700	-43%	-$87.3K	0.07%	146
2020 Q4	$204K	Buy	3,955 +1,700	+75%	+$87.7K	0.13%	100
2020 Q3	$116K	Buy	2,255 +975	+76%	+$50.4K	0.08%	123
2020 Q2	$66K	Hold	1,280	–	–	0.06%	157
2020 Q1	$66K	Buy	1,280 +980	+327%	+$50.9K	0.07%	149
2019 Q4	$16K	Buy	+300	New	+$15.6K	0.01%	257

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Stonebridge Financial Planning Group's LMBS Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2022, closing a stake of 2,255 shares — an estimated $112K sold.

Stonebridge Financial Planning Group first reported a position in LMBS in Q4 2019 and held it in 9 quarters. The position peaked at $204K in Q4 2020. 381 funds tracked by Wall St. Rank hold LMBS as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,255 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2022, an estimated $112K.
Stonebridge Financial Planning Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $204K in Q4 2020.
381 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.