Trueblood Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Buy |
5,195
+4
| +0.1% | +$197 | 0.11% | 213 |
|
2025
Q1 | $255K | Hold |
5,191
| – | – | 0.12% | 204 |
|
2024
Q4 | $253K | Hold |
5,191
| – | – | 0.12% | 201 |
|
2024
Q3 | $256K | Hold |
5,191
| – | – | 0.13% | 192 |
|
2024
Q2 | $249K | Hold |
5,191
| – | – | 0.14% | 191 |
|
2024
Q1 | $250K | Hold |
5,191
| – | – | 0.14% | 187 |
|
2023
Q4 | $251K | Buy |
+5,191
| New | +$251K | 0.16% | 173 |
|