TAM
LMBS icon

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

Titleist 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 		$362K Buy
7,266
+1,920
+36% +$95.8K 0.02% 322
2026
Q1 		$266K Buy
5,346
+611
+13% +$30.6K 0.02% 349
2025
Q4 		$237K Buy
4,735
+166
+4% +$8.3K 0.02% 351
2025
Q3 		$227K Buy
4,569
+462
+11% +$22.9K 0.02% 293
2025
Q2 		$202K Buy
+4,107
New +$201K 0.02% 309

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Titleist Asset Management's LMBS Position: Q2 2026 in Review

Titleist Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 36% in Q2 2026, buying an estimated $95.8K and bringing the position to 7,266 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #322.

Titleist Asset Management first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Titleist Asset Management held 7,266 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $362K as of Q2 2026.
  • Titleist Asset Management bought 1,920 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $95.8K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Titleist Asset Management's portfolio in Q2 2026, its #322 holding.
  • Titleist Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 147 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 Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.