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

Triad Wealth Partners’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	–	Sell	-10,390	Closed	-$518K	–	589
2026 Q1	$518K	Buy	10,390 +2,687	+35%	+$135K	0.04%	270
2025 Q4	$385K	Buy	+7,703	New	+$385K	0.04%	327
2024 Q3	–	Sell	-918	Closed	-$44.1K	–	530
2024 Q2	$44.1K	Buy	+918	New	+$44.1K	0.02%	244

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

Triad Wealth Partners's LMBS Position: Q2 2026 in Review

Triad Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 10,390 shares — an estimated $518K sold.

Triad Wealth Partners first reported a position in LMBS in Q2 2024 and held it in 3 quarters. The position peaked at $518K in Q1 2026. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Triad Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 10,390 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $518K.
Triad Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $518K in Q1 2026.
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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.