Y.D. More Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Y.D. More Investments’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
2026 Q2	$22.4K	Hold	450	–	–	﹤0.01%	359
2026 Q1	$22.4K	Hold	450	–	–	﹤0.01%	341
2025 Q4	$22.5K	Sell	450 -573	-56%	-$28.6K	﹤0.01%	330
2025 Q3	$50.6K	Sell	1,023 -573	-36%	-$28.4K	﹤0.01%	292
2025 Q2	$78.1K	Buy	1,596 +913	+134%	+$44.7K	0.01%	279
2025 Q1	$33.3K	Buy	683 +110	+19%	+$5.37K	﹤0.01%	332
2024 Q4	$27.7K	Hold	573	–	–	﹤0.01%	324
2024 Q3	$28K	Hold	573	–	–	﹤0.01%	317
2024 Q2	$27.3K	Hold	573	–	–	﹤0.01%	331
2024 Q1	$27.4K	Hold	573	–	–	﹤0.01%	274
2023 Q4	$27.4K	Buy	+573	New	+$27.2K	0.01%	283

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Y.D. More Investments's LMBS Position: Q2 2026 in Review

Y.D. More Investments held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 450 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Y.D. More Investments first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $78.1K in Q2 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Y.D. More Investments held 450 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $22.4K as of Q2 2026.
Y.D. More Investments left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #359 holding.
Y.D. More Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Y.D. More Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $78.1K in Q2 2025.
453 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.