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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TrueWealth Advisors's LMBS Position: Q2 2026 in Review

TrueWealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.9% in Q2 2026, buying an estimated $6.53K and bringing the position to 4,710 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #222.

TrueWealth Advisors first reported a position in LMBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.22M in Q3 2022. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

TrueWealth Advisors held 4,710 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $234K as of Q2 2026.
TrueWealth Advisors bought 131 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $6.53K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #222 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 20 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.
457 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 TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.