IFC & Insurance Marketing’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2M Buy
40,133
+2,588
+7% +$129K 1.76% 18
2026
Q1
$1.87M Buy
37,545
+8,171
+28% +$410K 1.95% 16
2025
Q4
$1.47M Buy
+29,374
New +$1.47M 1.46% 13

Other funds holding LMBS

IFC & Insurance Marketing's LMBS Position: Q2 2026 in Review

IFC & Insurance Marketing increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.9% in Q2 2026, buying an estimated $129K and bringing the position to 40,133 shares worth $2M. The position accounts for 1.76% of the portfolio, ranked #18.

IFC & Insurance Marketing first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • IFC & Insurance Marketing held 40,133 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2M as of Q2 2026.
  • IFC & Insurance Marketing bought 2,588 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $129K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.76% of IFC & Insurance Marketing's portfolio in Q2 2026, its #18 holding.
  • IFC & Insurance Marketing first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 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 IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.