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

Iams Wealth Management’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	$885K	Buy	17,771 +288	+2%	+$14.4K	0.27%	107
2026 Q1	$871K	Sell	17,483 -748	-4%	-$37.5K	0.3%	97
2025 Q4	$911K	Sell	18,231 -18,842	-51%	-$942K	0.33%	98
2025 Q3	$1.85M	Buy	37,073 +212	+0.6%	+$10.5K	0.74%	44
2025 Q2	$1.82M	Sell	36,861 -13,114	-26%	-$642K	0.83%	38
2025 Q1	$2.46M	Sell	49,975 -6,968	-12%	-$340K	1.13%	25
2024 Q4	$2.77M	Buy	56,943 +5,005	+10%	+$244K	1.27%	18
2024 Q3	$2.57M	Buy	51,938 +4,020	+8%	+$197K	1.26%	15
2024 Q2	$2.3M	Sell	47,918 -27,063	-36%	-$1.3M	1.26%	15
2024 Q1	$3.6M	Buy	74,981 +5,253	+8%	+$253K	2.2%	6
2023 Q4	$3.37M	Sell	69,728 -6,182	-8%	-$293K	2.18%	8
2023 Q3	$3.59M	Buy	+75,910	New	+$3.61M	2.48%	6
2023 Q2	–	Sell	-41,832	Closed	-$2.01M	–	194
2023 Q1	$2M	Sell	41,832 -5,259	-11%	-$252K	1.66%	12
2022 Q4	$2.23M	Buy	+47,091	New	+$2.23M	2.27%	7

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

Iams Wealth Management's LMBS Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.6% in Q2 2026, buying an estimated $14.4K and bringing the position to 17,771 shares worth $885K. The position accounts for 0.27% of the portfolio, ranked #107.

Iams Wealth Management first reported a position in LMBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.6M in Q1 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Iams Wealth Management held 17,771 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $885K as of Q2 2026.
Iams Wealth Management bought 288 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $14.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.27% of Iams Wealth Management's portfolio in Q2 2026, its #107 holding.
Iams Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.6M in Q1 2024.
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 Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.