Stonehaven Wealth & Tax Solutions’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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.33M	Buy	67,607 +1,400	+2%	+$69K	3.25%	9
2025 Q1	$3.25M	Buy	66,207 +25,913	+64%	+$1.27M	3.44%	9
2024 Q4	$1.96M	Buy	+40,294	New	+$1.96M	2.13%	13