Clear Creek Financial Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Clear Creek Financial 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	$15.6M	Sell	313,206 -3,096	-1%	-$154K	1%	17
2026 Q1	$15.8M	Buy	316,302 +22,353	+8%	+$1.12M	1.21%	14
2025 Q4	$14.7M	Buy	293,949 +153,558	+109%	+$7.68M	1.2%	13
2025 Q3	$6.99M	Buy	140,391 +17,180	+14%	+$850K	0.61%	34
2025 Q2	$6.07M	Sell	123,211 -71,378	-37%	-$3.49M	0.58%	33
2025 Q1	$9.57M	Sell	194,589 -83,190	-30%	-$4.06M	0.99%	18
2024 Q4	$13.5M	Buy	277,779 +29,060	+12%	+$1.42M	1.46%	13
2024 Q3	$12.3M	Buy	248,719 +145,506	+141%	+$7.12M	1.39%	11
2024 Q2	$4.96M	Buy	103,213 +10,234	+11%	+$491K	0.6%	35
2024 Q1	$4.49M	Buy	92,979 +22,708	+32%	+$1.09M	0.57%	34
2023 Q4	$3.4M	Sell	70,271 -158,176	-69%	-$7.5M	0.54%	35
2023 Q3	$10.8M	Sell	228,447 -587	-0.3%	-$27.9K	1.89%	9
2023 Q2	$10.9M	Buy	229,034 +92,656	+68%	+$4.44M	1.89%	10
2023 Q1	$6.53M	Sell	136,378 -3,917	-3%	-$188K	1.24%	15
2022 Q4	$6.65M	Sell	140,295 -43,411	-24%	-$2.05M	1.46%	16
2022 Q3	$8.7M	Sell	183,706 -12,345	-6%	-$596K	1.92%	9
2022 Q2	$9.47M	Buy	196,051 +7,099	+4%	+$345K	1.98%	10
2022 Q1	$9.25M	Buy	188,952 +50,904	+37%	+$2.52M	1.45%	15
2021 Q4	$6.9M	Buy	138,048 +31,687	+30%	+$1.59M	1.04%	21
2021 Q3	$5.38M	Sell	106,361 -10,266	-9%	-$521K	0.86%	29
2021 Q2	$5.94M	Buy	116,627 +79,089	+211%	+$4.04M	0.92%	30
2021 Q1	$1.92M	Sell	37,538 -60,639	-62%	-$3.12M	3.85%	7
2020 Q4	$5.05M	Buy	+98,177	New	+$5.06M	0.97%	27
2020 Q3	–	Sell	-314,940	Closed	-$16.3M	–	181
2020 Q2	$16.3M	Buy	314,940 +49,664	+19%	+$2.56M	4.22%	5
2020 Q1	$13.7M	Buy	265,276 +118,711	+81%	+$6.16M	5.2%	4
2019 Q4	$7.6M	Sell	146,565 -58,451	-29%	-$3.03M	2.99%	11
2019 Q3	$10.6M	Sell	205,016 -5,769	-3%	-$299K	5.15%	4
2019 Q2	$10.9M	Buy	+210,785	New	+$10.8M	4.66%	4

Other funds holding LMBS

CIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Clear Creek Financial Management's LMBS Position: Q2 2026 in Review

Clear Creek Financial Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.98% in Q2 2026, selling an estimated $154K and leaving 313,206 shares worth $15.6M. The position accounts for 1% of the portfolio, ranked #17.

Clear Creek Financial Management first reported a position in LMBS in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.3M in Q2 2020. 185 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Clear Creek Financial Management held 313,206 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $15.6M as of Q2 2026.
Clear Creek Financial Management sold 3,096 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $154K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1% of Clear Creek Financial Management's portfolio in Q2 2026, its #17 holding.
Clear Creek Financial Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and has held it in 28 quarters since.
Clear Creek Financial Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16.3M in Q2 2020.
185 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 Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.