TrueWealth Advisors’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 | $261K | Buy |
+5,302
| New | +$261K | 0.08% | 191 |
|
|
2025
Q1 | – | Sell |
-4,730
| Closed | -$230K | – | 228 |
|
|
2024
Q4 | $230K | Sell |
4,730
-288
| -6% | -$14K | 0.08% | 202 |
|
|
2024
Q3 | $248K | Sell |
5,018
-1,771
| -26% | -$87.5K | 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% | -$210K | 0.16% | 106 |
|
|
2023
Q3 | $601K | Sell |
12,718
-5,228
| -29% | -$247K | 0.25% | 71 |
|
|
2023
Q2 | $855K | Sell |
17,946
-19,741
| -52% | -$941K | 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% | -$636K | 2.45% | 11 |
|
|
2022
Q3 | $6.22M | Buy |
131,361
+15,592
| +13% | +$738K | 2.95% | 9 |
|
|
2022
Q2 | $5.59M | Buy |
115,769
+35,452
| +44% | +$1.71M | 2.6% | 9 |
|
|
2022
Q1 | $4.02M | Hold |
80,317
| – | – | 1.8% | 15 |
|
|
2021
Q4 | $4.02M | Buy |
80,317
+7,242
| +10% | +$362K | 1.8% | 15 |
|
|
2021
Q3 | $3.7M | Sell |
73,075
-8,190
| -10% | -$414K | 2.08% | 13 |
|
|
2021
Q2 | $4.14M | Buy |
+81,265
| New | +$4.14M | 2.41% | 12 |
|