IFG Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

IFG Advisory’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	$535K	Buy	10,737 +8,957	+503%	+$447K	0.02%	588
2026 Q1	$88.7K	Sell	1,780 -7,137	-80%	-$358K	0.25%	88
2025 Q4	$446K	Sell	8,917 -3,697	-29%	-$185K	0.02%	538
2025 Q3	$628K	Sell	12,614 -13,083	-51%	-$648K	0.03%	447
2025 Q2	$1.27M	Sell	25,697 -9,102	-26%	-$446K	0.06%	294
2025 Q1	$1.71M	Buy	34,799 +11,830	+52%	+$578K	0.09%	235
2024 Q4	$1.12M	Sell	22,969 -8,148	-26%	-$398K	0.06%	277
2024 Q3	$1.54M	Buy	31,117 +13,659	+78%	+$669K	0.1%	236
2024 Q2	$839K	Buy	17,458 +4,909	+39%	+$236K	0.05%	311
2024 Q1	$606K	Sell	12,549 -2,472	-16%	-$119K	0.05%	299
2023 Q4	$726K	Buy	15,021 +259	+2%	+$12.3K	0.05%	304
2023 Q3	$697K	Sell	14,762 -2,728	-16%	-$130K	0.06%	279
2023 Q2	$834K	Sell	17,490 -3,893	-18%	-$187K	0.07%	230
2023 Q1	$1.02M	Sell	21,383 -1,846	-8%	-$88.4K	0.1%	211
2022 Q4	$1.1M	Buy	23,229 +3,282	+16%	+$155K	0.11%	197
2022 Q3	$944K	Sell	19,947 -4,067	-17%	-$196K	0.09%	221
2022 Q2	$1.16M	Buy	24,014 +299	+1%	+$14.5K	0.12%	170
2022 Q1	$1.16M	Sell	23,715 -4,621	-16%	-$229K	0.12%	190
2021 Q4	$1.42M	Sell	28,336 -155	-0.5%	-$7.79K	0.14%	169
2021 Q3	$1.44M	Buy	28,491 +1,341	+5%	+$68.1K	0.16%	164
2021 Q2	$1.38M	Sell	27,150 -1,094	-4%	-$55.9K	0.15%	168
2021 Q1	$1.44M	Sell	28,244 -12,583	-31%	-$646K	0.18%	138
2020 Q4	$2.1M	Buy	40,827 +8,825	+28%	+$455K	0.29%	79
2020 Q3	$1.65M	Buy	32,002 +1,888	+6%	+$97.7K	0.27%	91
2020 Q2	$1.56M	Sell	30,114 -2,873	-9%	-$148K	0.28%	87
2020 Q1	$1.68M	Sell	32,987 -3,615	-10%	-$188K	0.38%	67
2019 Q4	$1.9M	Buy	36,602 +424	+1%	+$22K	0.35%	82
2019 Q3	$1.88M	Buy	+36,178	New	+$1.88M	0.36%	80

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

IFG Advisory's LMBS Position: Q2 2026 in Review

IFG Advisory increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 503% in Q2 2026, buying an estimated $447K and bringing the position to 10,737 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #588.

IFG Advisory first reported a position in LMBS in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.1M in Q4 2020. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

IFG Advisory held 10,737 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $535K as of Q2 2026.
IFG Advisory bought 8,957 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $447K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #588 holding.
IFG Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 28 quarters since.
IFG Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.1M in Q4 2020.
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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.