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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TBH Global Asset Management's LMBS Position: Q1 2026 in Review

TBH Global Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q1 2026, selling an estimated $437K and leaving 54,376 shares worth $2.74M. The position accounts for 0.55% of the portfolio, ranked #46.

TBH Global Asset Management first reported a position in LMBS in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.6M in Q4 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

TBH Global Asset Management held 54,376 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.74M as of Q1 2026.
TBH Global Asset Management sold 8,718 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $437K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.55% of TBH Global Asset Management's portfolio in Q1 2026, its #46 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 19 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.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.