Tyler-Stone Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$870K	Sell	17,654 -3,497	-17%	-$171K	0.14%	137
2025 Q1	$1.04M	Sell	21,151 -100	-0.5%	-$4.89K	0.19%	106
2024 Q4	$1.03M	Buy	21,251 +5,082	+31%	+$248K	0.18%	102
2024 Q3	$799K	Buy	16,169 +8,521	+111%	+$417K	0.15%	131
2024 Q2	$367K	Buy	7,648 +1,128	+17%	+$54.1K	0.15%	123
2024 Q1	$315K	Buy	6,520 +373	+6%	+$18K	0.14%	136
2023 Q4	$297K	Sell	6,147 -397	-6%	-$18.8K	0.15%	137
2023 Q3	$309K	Buy	6,544 +617	+10%	+$29.3K	0.18%	113
2023 Q2	$283K	Buy	+5,927	New	+$284K	0.16%	122
2022 Q4	$605K	Sell	12,762 -4,832	-27%	-$228K	0.41%	58
2022 Q3	$833K	Buy	17,594 +4,200	+31%	+$203K	0.64%	33
2022 Q2	$647K	Buy	13,394 +471	+4%	+$22.9K	0.43%	53
2022 Q1	$633K	Sell	12,923 -191	-1%	-$9.46K	0.35%	63
2021 Q4	$656K	Buy	+13,114	New	+$659K	0.35%	59

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Tyler-Stone Wealth Management's LMBS Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q2 2025, selling an estimated $171K and leaving 17,654 shares worth $870K. The position accounts for 0.14% of the portfolio, ranked #137.

Tyler-Stone Wealth Management first reported a position in LMBS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2025. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Tyler-Stone Wealth Management held 17,654 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $870K as of Q2 2025.
Tyler-Stone Wealth Management sold 3,497 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $171K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #137 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.04M in Q1 2025.
416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.