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

BAM 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
2026 Q2	$954K	Buy	19,166 +5,195	+37%	+$259K	0.6%	39
2026 Q1	$696K	Buy	13,971 +4,371	+46%	+$219K	0.52%	53
2025 Q4	$480K	Buy	+9,600	New	+$480K	0.35%	72

Other funds holding LMBS

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

BAM Wealth Management's LMBS Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 37% in Q2 2026, buying an estimated $259K and bringing the position to 19,166 shares worth $954K. The position accounts for 0.6% of the portfolio, ranked #39.

BAM Wealth Management first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

BAM Wealth Management held 19,166 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $954K as of Q2 2026.
BAM Wealth Management bought 5,195 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $259K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.6% of BAM Wealth Management's portfolio in Q2 2026, its #39 holding.
BAM Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
287 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 BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.