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

Tanager 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 Q2	–	Sell	-8,892	Closed	-$437K	–	127
2025 Q1	$437K	Hold	8,892	–	–	0.06%	75
2024 Q4	$433K	Hold	8,892	–	–	0.06%	70
2024 Q3	$439K	Hold	8,892	–	–	0.06%	70
2024 Q2	$427K	Hold	8,892	–	–	0.06%	62
2024 Q1	$429K	Sell	8,892 -527	-6%	-$25.4K	0.07%	63
2023 Q4	$455K	Sell	9,419 -1,860	-16%	-$88.2K	0.08%	55
2023 Q3	$533K	Sell	11,279 -5,219	-32%	-$248K	0.11%	47
2023 Q2	$786K	Sell	16,498 -115	-0.7%	-$5.51K	0.17%	42
2023 Q1	$795K	Buy	16,613 +912	+6%	+$43.7K	0.19%	40
2022 Q4	$744K	Buy	+15,701	New	+$742K	0.2%	40
2022 Q2	–	Sell	-5,141	Closed	-$252K	–	43
2022 Q1	$252K	Sell	5,141 -83,798	-94%	-$4.15M	0.19%	33
2021 Q4	$4.45M	Buy	+88,939	New	+$4.47M	3.36%	6

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

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Tanager Wealth Management's LMBS Position: Q2 2025 in Review

Tanager Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 8,892 shares — an estimated $437K sold.

Tanager Wealth Management first reported a position in LMBS in Q4 2021 and held it in 12 quarters. The position peaked at $4.45M in Q4 2021. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Tanager Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Tanager Wealth Management sold 8,892 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $437K.
Tanager Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 12 quarters.
Tanager Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.45M in Q4 2021.
418 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2025.

Based on Tanager Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.