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

Truist Financial’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 		$16.3M Buy
327,531
+68,851
+27% +$3.43M 0.02% 491
2026
Q1 		$12.9M Buy
258,680
+16,871
+7% +$846K 0.02% 532
2025
Q4 		$12.1M Sell
241,809
-5,039
-2% -$252K 0.02% 549
2025
Q3 		$12.3M Sell
246,848
-14,598
-6% -$723K 0.02% 545
2025
Q2 		$12.9M Sell
261,446
-6,151
-2% -$301K 0.02% 521
2025
Q1 		$13.2M Buy
267,597
+7,090
+3% +$346K 0.02% 492
2024
Q4 		$12.7M Buy
260,507
+2,200
+0.9% +$107K 0.02% 506
2024
Q3 		$12.8M Buy
258,307
+4,830
+2% +$236K 0.02% 504
2024
Q2 		$12.2M Sell
253,477
-11,564
-4% -$555K 0.02% 537
2024
Q1 		$12.8M Sell
265,041
-29,442
-10% -$1.42M 0.02% 541
2023
Q4 		$14.2M Sell
294,483
-308,187
-51% -$14.6M 0.02% 503
2023
Q3 		$28.5M Sell
602,670
-38,928
-6% -$1.85M 0.05% 322
2023
Q2 		$30.6M Sell
641,598
-207,602
-24% -$9.95M 0.05% 317
2023
Q1 		$40.7M Sell
849,200
-109,146
-11% -$5.22M 0.07% 250
2022
Q4 		$45.4M Sell
958,346
-2,125
-0.2% -$100K 0.08% 227
2022
Q3 		$45.5M Sell
960,471
-82,646
-8% -$3.99M 0.09% 216
2022
Q2 		$50.4M Buy
1,043,117
+244,731
+31% +$11.9M 0.09% 205
2022
Q1 		$39.1M Sell
798,386
-89,359
-10% -$4.43M 0.06% 275
2021
Q4 		$44.4M Sell
887,745
-119,257
-12% -$6M 0.07% 266
2021
Q3 		$50.9M Sell
1,007,002
-22,256
-2% -$1.13M 0.08% 226
2021
Q2 		$52.4M Sell
1,029,258
-714,005
-41% -$36.5M 0.09% 227
2021
Q1 		$89M Buy
1,743,263
+1,073,669
+160% +$55.2M 0.15% 151
2020
Q4 		$34.5M Buy
669,594
+39,601
+6% +$2.04M 0.07% 270
2020
Q3 		$32.6M Buy
629,993
+106,545
+20% +$5.51M 0.07% 255
2020
Q2 		$27.1M Buy
523,448
+137,305
+36% +$7.09M 0.06% 286
2020
Q1 		$19.7M Buy
386,143
+6,288
+2% +$326K 0.05% 347
2019
Q4 		$19.7M Buy
+379,855
New +$19.7M 0.04% 416

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Truist Financial's LMBS Position: Q2 2026 in Review

Truist Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 27% in Q2 2026, buying an estimated $3.43M and bringing the position to 327,531 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #491.

Truist Financial first reported a position in LMBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $89M in Q1 2021. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Truist Financial held 327,531 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $16.3M as of Q2 2026.
  • Truist Financial bought 68,851 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.43M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #491 holding.
  • Truist Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $89M in Q1 2021.
  • 455 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 Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.