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

StrongBox Wealth’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	$696K	Sell	13,975 -1,500	-10%	-$74.8K	0.2%	65
2026 Q1	$771K	Sell	15,475 -1,200	-7%	-$60.2K	0.25%	58
2025 Q4	$834K	Buy	16,675 +200	+1%	+$10K	0.27%	55
2025 Q3	$820K	Hold	16,475	–	–	0.28%	53
2025 Q2	$812K	Buy	16,475 +100	+0.6%	+$4.9K	0.31%	53
2025 Q1	$805K	Buy	+16,375	New	+$800K	0.34%	53
2022 Q2	–	Sell	-4,279	Closed	-$209K	–	87
2022 Q1	$209K	Sell	4,279 -14,787	-78%	-$732K	0.12%	86
2021 Q4	$953K	Sell	19,066 -6,800	-26%	-$342K	0.48%	57
2021 Q3	$1.31M	Buy	25,866 +1,106	+4%	+$56.1K	0.73%	47
2021 Q2	$1.26M	Buy	24,760 +1,265	+5%	+$64.6K	0.72%	45
2021 Q1	$1.2M	Buy	+23,495	New	+$1.21M	0.74%	41

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

StrongBox Wealth's LMBS Position: Q2 2026 in Review

StrongBox Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.7% in Q2 2026, selling an estimated $74.8K and leaving 13,975 shares worth $696K. The position accounts for 0.2% of the portfolio, ranked #65.

StrongBox Wealth first reported a position in LMBS in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.31M in Q3 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

StrongBox Wealth held 13,975 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $696K as of Q2 2026.
StrongBox Wealth sold 1,500 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $74.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.2% of StrongBox Wealth's portfolio in Q2 2026, its #65 holding.
StrongBox Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and has held it in 11 quarters since.
StrongBox Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.31M in Q3 2021.
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 StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.