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

Whittier 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
2022 Q1	–	Sell	-75	Closed	-$4K	–	1728
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	1439
2021 Q3	$4K	Buy	+75	New	+$3.81K	﹤0.01%	1357

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Whittier Trust's LMBS Position: Q1 2022 in Review

Whittier Trust sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2022, closing a stake of 75 shares — an estimated $4K sold.

Whittier Trust first reported a position in LMBS in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 381 funds tracked by Wall St. Rank hold LMBS as of Q1 2022.

Whittier Trust reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Whittier Trust sold 75 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2022, an estimated $4K.
Whittier Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2021 and held it in 2 quarters.
Whittier Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4K in Q4 2021.
381 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.