Holos Integrated Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Holos Integrated Wealth’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	$274K	Hold	5,516	–	–	0.13%	68
2026 Q1	$275K	Buy	5,516 +1,031	+23%	+$51.7K	0.14%	66
2025 Q4	$224K	Hold	4,485	–	–	0.13%	62
2025 Q3	$224K	Hold	4,485	–	–	0.13%	60
2025 Q2	$222K	Hold	4,485	–	–	0.13%	58
2025 Q1	$221K	Buy	4,485 +1,871	+72%	+$91.4K	0.14%	60
2024 Q4	$127K	Buy	+2,614	New	+$128K	0.09%	69

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

Holos Integrated Wealth's LMBS Position: Q2 2026 in Review

Holos Integrated Wealth held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 5,516 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #68.

Holos Integrated Wealth first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Holos Integrated Wealth held 5,516 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $274K as of Q2 2026.
Holos Integrated Wealth left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Holos Integrated Wealth's portfolio in Q2 2026, its #68 holding.
Holos Integrated Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $275K in Q1 2026.
456 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 Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.