CIBC Private Wealth Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

CIBC Private Wealth 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
2024 Q4	–	Sell	-317	Closed	-$15.7K	–	3094
2024 Q3	$15.7K	Sell	317 -4	-1%	-$196	﹤0.01%	2260
2024 Q2	$15.5K	Buy	321 +4	+1%	+$192	﹤0.01%	2133
2024 Q1	$15.2K	Buy	+317	New	+$15.3K	﹤0.01%	2130

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

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

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

CIBC Private Wealth Group's LMBS Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 317 shares — an estimated $15.7K sold.

CIBC Private Wealth Group first reported a position in LMBS in Q1 2024 and held it in 3 quarters. The position peaked at $15.7K in Q3 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

CIBC Private Wealth Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 317 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $15.7K.
CIBC Private Wealth Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2024 and held it in 3 quarters.
CIBC Private Wealth Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $15.7K in Q3 2024.
416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.