Trueblood Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Trueblood Wealth Management's LMBS Position: Q2 2026 in Review
Trueblood Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.38% in Q2 2026, buying an estimated $898 and bringing the position to 4,757 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #239.
Trueblood Wealth Management first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $259K in Q3 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Trueblood Wealth Management held 4,757 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $237K as of Q2 2026.
- Trueblood Wealth Management bought 18 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $898.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Trueblood Wealth Management's portfolio in Q2 2026, its #239 holding.
- Trueblood Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
- Trueblood Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $259K in Q3 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 Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.