Stonehaven Wealth & Tax Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2026 Q2	$3.45M	Buy	69,256 +1,000	+1%	+$49.9K	2.76%	9
2026 Q1	$3.4M	Buy	68,256 +1,087	+2%	+$54.5K	3.01%	9
2025 Q4	$3.36M	Buy	67,169 +585	+0.9%	+$29.2K	3.02%	9
2025 Q3	$3.32M	Sell	66,584 -1,023	-2%	-$50.6K	3.06%	9
2025 Q2	$3.33M	Buy	67,607 +1,400	+2%	+$68.5K	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	+$1.97M	2.13%	13

Other funds holding LMBS

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Stonehaven Wealth & Tax Solutions's LMBS Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q2 2026, buying an estimated $49.9K and bringing the position to 69,256 shares worth $3.45M. The position accounts for 2.76% of the portfolio, ranked #9.

Stonehaven Wealth & Tax Solutions first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 69,256 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.45M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 1,000 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $49.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.76% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #9 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
456 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.