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 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. 457 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.
• 457 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.