Heartland Bank & Trust’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Heartland Bank & Trust’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	$6.3M	Buy	126,644 +13,028	+11%	+$650K	1.3%	15
2026 Q1	$5.66M	Buy	+113,616	New	+$5.7M	1.28%	14

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 $104B AUM 28.3% 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

Heartland Bank & Trust's LMBS Position: Q2 2026 in Review

Heartland Bank & Trust increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 11% in Q2 2026, buying an estimated $650K and bringing the position to 126,644 shares worth $6.3M. The position accounts for 1.3% of the portfolio, ranked #15.

Heartland Bank & Trust first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Heartland Bank & Trust held 126,644 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.3M as of Q2 2026.
Heartland Bank & Trust bought 13,028 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $650K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.3% of Heartland Bank & Trust's portfolio in Q2 2026, its #15 holding.
Heartland Bank & Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
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 Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.