True Wealth Design’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
True Wealth Design's LMBS Position: Q2 2026 in Review
True Wealth Design held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 400 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #809.
True Wealth Design first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $20K in Q4 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- True Wealth Design held 400 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $19.9K as of Q2 2026.
- True Wealth Design left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #809 holding.
- True Wealth Design first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
- True Wealth Design's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $20K in Q4 2025.
- 453 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 True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.