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

Washington Trust’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 Q1	–	Sell	-1,199	Closed	-$58.4K	–	822
2024 Q4	$58.4K	Hold	1,199	–	–	﹤0.01%	418
2024 Q3	$59.2K	Hold	1,199	–	–	﹤0.01%	433
2024 Q2	$57.6K	Hold	1,199	–	–	﹤0.01%	430
2024 Q1	$57.9K	Hold	1,199	–	–	﹤0.01%	435
2023 Q4	$57.9K	Hold	1,199	–	–	﹤0.01%	405
2023 Q3	$56.6K	Hold	1,199	–	–	﹤0.01%	377
2023 Q2	$57.2K	Hold	1,199	–	–	﹤0.01%	396
2023 Q1	$57.4K	Hold	1,199	–	–	﹤0.01%	394
2022 Q4	$56.8K	Hold	1,199	–	–	﹤0.01%	378
2022 Q3	$57K	Hold	1,199	–	–	﹤0.01%	368
2022 Q2	$58K	Hold	1,199	–	–	﹤0.01%	379
2022 Q1	$59K	Hold	1,199	–	–	﹤0.01%	408
2021 Q4	$60K	Hold	1,199	–	–	﹤0.01%	410
2021 Q3	$61K	Hold	1,199	–	–	﹤0.01%	486
2021 Q2	$61K	Buy	+1,199	New	+$61.2K	﹤0.01%	484

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Washington Trust's LMBS Position: Q1 2025 in Review

Washington Trust sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 1,199 shares — an estimated $58.4K sold.

Washington Trust first reported a position in LMBS in Q2 2021 and held it in 15 quarters. The position peaked at $61K in Q3 2021. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Washington Trust reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 1,199 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $58.4K.
Washington Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and held it in 15 quarters.
Washington Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $61K in Q3 2021.
407 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.