Tyler-Stone Wealth Management’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
2025
Q2
$870K Sell
2025
Q1
$1.04M Sell
2024
Q4
$1.03M Buy
2024
Q3
$799K Buy
2024
Q2
$367K Buy
2024
Q1
$315K Buy
2023
Q4
$297K Sell
2023
Q3
$309K Buy
2023
Q2
$283K Buy
2022
Q4
$605K Sell
2022
Q3
$833K Buy
2022
Q2
$647K Buy
2022
Q1
$633K Sell
2021
Q4
$656K Buy