TA
LMBS icon

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
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 		$4.01M Hold
80,317
– – 1.8% 15
2021
Q4 		$4.01M 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

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return