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

Baird Financial Group’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 		$23.3M Sell
469,054
-45,890
-9% -$2.29M 0.03% 353
2026
Q1 		$25.6M Sell
514,944
-39,274
-7% -$1.97M 0.04% 307
2025
Q4 		$27.7M Buy
554,218
+13,486
+2% +$674K 0.04% 288
2025
Q3 		$26.9M Buy
540,732
+34,526
+7% +$1.71M 0.04% 313
2025
Q2 		$24.9M Buy
506,206
+9,112
+2% +$446K 0.04% 316
2025
Q1 		$24.4M Sell
497,094
-14,922
-3% -$729K 0.05% 307
2024
Q4 		$24.9M Buy
512,016
+123,063
+32% +$6.01M 0.05% 297
2024
Q3 		$19.2M Buy
388,953
+8,485
+2% +$415K 0.04% 346
2024
Q2 		$18.3M Buy
380,468
+29,593
+8% +$1.42M 0.04% 341
2024
Q1 		$16.9M Sell
350,875
-6,409
-2% -$309K 0.04% 360
2023
Q4 		$17.3M Buy
357,284
+80,866
+29% +$3.83M 0.04% 343
2023
Q3 		$13.1M Buy
276,418
+10,412
+4% +$495K 0.04% 372
2023
Q2 		$12.7M Sell
266,006
-6,277
-2% -$301K 0.03% 394
2023
Q1 		$13M Sell
272,283
-170,701
-39% -$8.17M 0.03% 381
2022
Q4 		$21M Buy
442,984
+12,110
+3% +$572K 0.06% 289
2022
Q3 		$20.4M Buy
430,874
+25,299
+6% +$1.22M 0.06% 286
2022
Q2 		$19.6M Sell
405,575
-291,047
-42% -$14.1M 0.05% 307
2022
Q1 		$34.1M Buy
696,622
+14,231
+2% +$705K 0.08% 233
2021
Q4 		$34.1M Buy
682,391
+15,441
+2% +$776K 0.08% 231
2021
Q3 		$33.7M Buy
666,950
+3,450
+0.5% +$175K 0.09% 224
2021
Q2 		$33.8M Sell
663,500
-64,739
-9% -$3.31M 0.09% 224
2021
Q1 		$37.2M Buy
728,239
+94,401
+15% +$4.85M 0.1% 208
2020
Q4 		$32.6M Buy
633,838
+47,612
+8% +$2.46M 0.1% 222
2020
Q3 		$30.3M Buy
586,226
+108,620
+23% +$5.62M 0.1% 218
2020
Q2 		$24.7M Buy
477,606
+150,265
+46% +$7.76M 0.09% 224
2020
Q1 		$16.7M Sell
327,341
-20,379
-6% -$1.06M 0.08% 251
2019
Q4 		$18M Buy
347,720
+107,546
+45% +$5.58M 0.06% 275
2019
Q3 		$12.5M Buy
240,174
+112,771
+89% +$5.85M 0.05% 321
2019
Q2 		$6.58M Buy
127,403
+121,332
+1,999% +$6.24M 0.03% 445
2019
Q1 		$311K Sell
6,071
-21
-0.3% -$1.07K ﹤0.01% 1141
2018
Q4 		$311K Buy
+6,092
New +$310K ﹤0.01% 1104
2018
Q3 		– Sell
-4,819
Closed -$247K – 1344
2018
Q2 		$247K Buy
+4,819
New +$247K ﹤0.01% 1191

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baird Financial Group's LMBS Position: Q2 2026 in Review

Baird Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.9% in Q2 2026, selling an estimated $2.29M and leaving 469,054 shares worth $23.3M. The position accounts for 0.03% of the portfolio, ranked #353.

Baird Financial Group first reported a position in LMBS in Q2 2018 and has held it in 32 quarters since. The position peaked at $37.2M in Q1 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Baird Financial Group held 469,054 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $23.3M as of Q2 2026.
  • Baird Financial Group sold 45,890 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.29M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Baird Financial Group's portfolio in Q2 2026, its #353 holding.
  • Baird Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and has held it in 32 quarters since.
  • Baird Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $37.2M in Q1 2021.
  • 456 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 Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.