Trustmark National Bank Trust Department’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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.26M Buy
45,458
+9,205
+25% +$461K 0.15% 107
2025
Q4
$1.81M Buy
36,253
+13,000
+56% +$650K 0.11% 121
2025
Q3
$1.16M Buy
23,253
+5,778
+33% +$286K 0.08% 159
2025
Q2
$861K Sell
17,475
-400
-2% -$19.6K 0.06% 174
2025
Q1
$879K Buy
17,875
+8,553
+92% +$418K 0.07% 164
2024
Q4
$454K Hold
9,322
0.03% 206
2024
Q3
$461K Buy
9,322
+5,000
+116% +$245K 0.03% 210
2024
Q2
$208K Buy
+4,322
New +$207K 0.02% 277

Other funds holding LMBS

Trustmark National Bank Trust Department's LMBS Position: Q1 2026 in Review

Trustmark National Bank Trust Department increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 25% in Q1 2026, buying an estimated $461K and bringing the position to 45,458 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #107.

Trustmark National Bank Trust Department first reported a position in LMBS in Q2 2024 and has held it in 8 quarters since. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Trustmark National Bank Trust Department held 45,458 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.26M as of Q1 2026.
  • Trustmark National Bank Trust Department bought 9,205 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $461K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.15% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #107 holding.
  • Trustmark National Bank Trust Department first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.