TBH Global Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

TBH Global Asset 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
2026 Q2	$1.64M	Sell	32,965 -21,411	-39%	-$1.07M	0.3%	79
2026 Q1	$2.74M	Sell	54,376 -8,718	-14%	-$437K	0.55%	46
2025 Q4	$3.15M	Buy	63,094 +7,296	+13%	+$365K	0.53%	43
2025 Q3	$2.78M	Buy	55,798 +13,209	+31%	+$654K	0.54%	42
2025 Q2	$2.1M	Sell	42,589 -20,155	-32%	-$987K	0.45%	41
2025 Q1	$3.08M	Buy	62,744 +5,058	+9%	+$247K	0.59%	29
2024 Q4	$2.76M	Sell	57,686 -2,506	-4%	-$122K	0.65%	30
2024 Q3	$2.97M	Sell	60,192 -33,005	-35%	-$1.62M	0.65%	33
2024 Q2	$4.48M	Sell	93,197 -59,033	-39%	-$2.83M	0.99%	21
2024 Q1	$7.35M	Sell	152,230 -26,785	-15%	-$1.29M	1.47%	14
2023 Q4	$8.65M	Sell	179,015 -44,426	-20%	-$2.11M	1.76%	11
2023 Q3	$10.6M	Sell	223,441 -19,267	-8%	-$916K	2.03%	11
2023 Q2	$11.6M	Buy	242,708 +35,177	+17%	+$1.69M	2.27%	10
2023 Q1	$9.93M	Sell	207,531 -2,159	-1%	-$103K	2.12%	10
2022 Q4	$9.94M	Sell	209,690 -6,485	-3%	-$307K	2.42%	10
2022 Q3	$10.2M	Buy	216,175 +6,011	+3%	+$290K	2.62%	9
2022 Q2	$10.2M	Sell	210,164 -7,412	-3%	-$360K	2.4%	10
2022 Q1	$10.7M	Sell	217,576 -195,015	-47%	-$9.66M	2.27%	8
2021 Q4	$20.6M	Buy	412,591 +208,883	+103%	+$10.5M	4.27%	4
2021 Q3	$10.3M	Buy	+203,708	New	+$10.3M	2.39%	7

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

TBH Global Asset Management's LMBS Position: Q2 2026 in Review

TBH Global Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 39% in Q2 2026, selling an estimated $1.07M and leaving 32,965 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #79.

TBH Global Asset Management first reported a position in LMBS in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.6M in Q4 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

TBH Global Asset Management held 32,965 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.64M as of Q2 2026.
TBH Global Asset Management sold 21,411 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.07M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.3% of TBH Global Asset Management's portfolio in Q2 2026, its #79 holding.
TBH Global Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2021 and has held it in 20 quarters since.
TBH Global Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $20.6M in Q4 2021.
457 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 TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.