TrueWealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

TrueWealth Advisors’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 Q3	$248K	Buy	5,122 +412	+9%	+$20.4K	0.06%	215
2026 Q2	$234K	Buy	4,710 +131	+3%	+$6.53K	0.05%	222
2026 Q1	$228K	Sell	4,579 -1,218	-21%	-$61.1K	0.06%	221
2025 Q4	$290K	Buy	5,797 +209	+4%	+$10.4K	0.08%	197
2025 Q3	$278K	Buy	5,588 +286	+5%	+$14.2K	0.08%	190
2025 Q2	$261K	Buy	+5,302	New	+$260K	0.08%	191
2025 Q1	–	Sell	-4,730	Closed	-$230K	–	228
2024 Q4	$230K	Sell	4,730 -288	-6%	-$14.1K	0.08%	202
2024 Q3	$248K	Sell	5,018 -1,771	-26%	-$86.7K	0.08%	190
2024 Q2	$326K	Buy	6,789 +643	+10%	+$30.9K	0.12%	135
2024 Q1	$297K	Sell	6,146 -2,220	-27%	-$107K	0.11%	148
2023 Q4	$404K	Sell	8,366 -4,352	-34%	-$206K	0.16%	106
2023 Q3	$601K	Sell	12,718 -5,228	-29%	-$249K	0.25%	71
2023 Q2	$855K	Sell	17,946 -19,741	-52%	-$946K	0.35%	54
2023 Q1	$1.8M	Sell	37,687 -80,262	-68%	-$3.84M	0.76%	31
2022 Q4	$5.59M	Sell	117,949 -13,412	-10%	-$634K	2.45%	11
2022 Q3	$6.22M	Buy	131,361 +15,592	+13%	+$752K	2.95%	9
2022 Q2	$5.59M	Buy	115,769 +35,452	+44%	+$1.72M	2.6%	9
2022 Q1	$4.02M	Hold	80,317	–	–	1.8%	15
2021 Q4	$4.02M	Buy	80,317 +7,242	+10%	+$364K	1.8%	15
2021 Q3	$3.7M	Sell	73,075 -8,190	-10%	-$416K	2.08%	13
2021 Q2	$4.14M	Buy	+81,265	New	+$4.15M	2.41%	12

Other funds holding LMBS

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

TrueWealth Advisors's LMBS Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.7% in Q3 2026, buying an estimated $20.4K and bringing the position to 5,122 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #215.

TrueWealth Advisors first reported a position in LMBS in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.22M in Q3 2022. 266 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

TrueWealth Advisors held 5,122 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $248K as of Q3 2026.
TrueWealth Advisors bought 412 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $20.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of TrueWealth Advisors's portfolio in Q3 2026, its #215 holding.
TrueWealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 21 quarters since.
TrueWealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.22M in Q3 2022.
266 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.