Cornell Pochily Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cornell Pochily Investment Advisors’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	$374K	Sell	7,514 -616	-8%	-$30.7K	0.1%	141
2026 Q1	$405K	Sell	8,130 -8,245	-50%	-$413K	0.12%	128
2025 Q4	$819K	Sell	16,375 -8,105	-33%	-$405K	0.24%	84
2025 Q3	$1.22M	Sell	24,480 -3,884	-14%	-$192K	0.36%	72
2025 Q2	$1.4M	Sell	28,364 -290	-1%	-$14.2K	0.46%	61
2025 Q1	$1.41M	Sell	28,654 -914	-3%	-$44.7K	0.5%	58
2024 Q4	$1.44M	Sell	29,568 -7,423	-20%	-$363K	0.5%	56
2024 Q3	$1.83M	Sell	36,991 -97	-0.3%	-$4.75K	0.63%	43
2024 Q2	$1.78M	Sell	37,088 -1,282	-3%	-$61.5K	0.68%	41
2024 Q1	$1.85M	Sell	38,370 -469	-1%	-$22.6K	0.73%	39
2023 Q4	$1.88M	Sell	38,839 -1,356	-3%	-$64.3K	0.78%	37
2023 Q3	$1.9M	Sell	40,195 -14,012	-26%	-$666K	0.83%	29
2023 Q2	$2.58M	Sell	54,207 -2,531	-4%	-$121K	1.06%	21
2023 Q1	$2.72M	Sell	56,738 -1,257	-2%	-$60.2K	1.16%	19
2022 Q4	$2.75M	Sell	57,995 -9,223	-14%	-$436K	1.23%	18
2022 Q3	$3.18M	Sell	67,218 -1,113	-2%	-$53.7K	1.39%	15
2022 Q2	$3.3M	Sell	68,331 -7,752	-10%	-$377K	1.47%	17
2022 Q1	$3.72M	Sell	76,083 -16,393	-18%	-$812K	1.45%	18
2021 Q4	$4.62M	Buy	92,476 +10,291	+13%	+$517K	1.8%	11
2021 Q3	$4.16M	Buy	82,185 +8,824	+12%	+$448K	1.8%	11
2021 Q2	$3.73M	Buy	73,361 +6,617	+10%	+$338K	1.64%	11
2021 Q1	$3.41M	Buy	66,744 +4,790	+8%	+$246K	1.63%	12
2020 Q4	$3.19M	Buy	61,954 +12,305	+25%	+$635K	1.53%	13
2020 Q3	$2.57M	Buy	49,649 +10,853	+28%	+$562K	1.47%	18
2020 Q2	$2M	Buy	38,796 +9,945	+34%	+$513K	1.24%	21
2020 Q1	$1.47M	Buy	28,851 +3,356	+13%	+$174K	1.09%	23
2019 Q4	$1.32M	Buy	25,495 +8,332	+49%	+$432K	0.79%	35
2019 Q3	$892K	Buy	17,163 +4,917	+40%	+$255K	0.57%	53
2019 Q2	$633	Buy	12,246 +4,340	+55%	+$223K	0.16%	78
2019 Q1	$405K	Buy	7,906 +2,247	+40%	+$115K	0.28%	91
2018 Q4	$289K	Buy	5,659 +736	+15%	+$37.5K	0.19%	107
2018 Q3	$250K	Buy	+4,923	New	+$252K	0.17%	114

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Cornell Pochily Investment Advisors's LMBS Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.6% in Q2 2026, selling an estimated $30.7K and leaving 7,514 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #141.

Cornell Pochily Investment Advisors first reported a position in LMBS in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.62M in Q4 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Cornell Pochily Investment Advisors held 7,514 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $374K as of Q2 2026.
Cornell Pochily Investment Advisors sold 616 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $30.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #141 holding.
Cornell Pochily Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and has held it in 32 quarters since.
Cornell Pochily Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.62M in Q4 2021.
453 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 Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.