Guardian Wealth Advisors (North Carolina)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-550	Closed	-$27.4K	–	509
2026 Q1	$27.4K	Buy	+550	New	+$27.6K	﹤0.01%	486
2025 Q3	–	Sell	-825	Closed	-$40.6K	–	472
2025 Q2	$40.6K	Hold	825	–	–	﹤0.01%	412
2025 Q1	$40.6K	Hold	825	–	–	﹤0.01%	395
2024 Q4	$40.2K	Hold	825	–	–	﹤0.01%	378
2024 Q3	$40.8K	Sell	825 -15	-2%	-$734	﹤0.01%	322
2024 Q2	$40.4K	Hold	840	–	–	﹤0.01%	311
2024 Q1	$40.5K	Sell	840 -38	-4%	-$1.83K	0.01%	332
2023 Q4	$42.4K	Hold	878	–	–	0.01%	315
2023 Q3	$41.5K	Sell	878 -635	-42%	-$30.2K	0.01%	306
2023 Q2	$72.1K	Hold	1,513	–	–	0.01%	262
2023 Q1	$72.4K	Sell	1,513 -576	-28%	-$27.6K	0.01%	248
2022 Q4	$99K	Sell	2,089 -36	-2%	-$1.7K	0.02%	222
2022 Q3	$101K	Buy	2,125 +275	+15%	+$13.3K	0.02%	211
2022 Q2	$89K	Buy	1,850 +550	+42%	+$26.7K	0.02%	208
2022 Q1	$64K	Sell	1,300 -2,133	-62%	-$106K	0.03%	186
2021 Q4	$172K	Buy	+3,433	New	+$173K	0.07%	148

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

Guardian Wealth Advisors (North Carolina)'s LMBS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 550 shares — an estimated $27.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LMBS in Q4 2021 and held it in 16 quarters. The position peaked at $172K in Q4 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 550 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $27.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $172K 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.