IMA Advisory Services’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
$7.46M Buy
149,848
+7,605
+5% +$379K 0.47% 51
2026
Q1
$7.09M Buy
142,243
+3,201
+2% +$160K 0.69% 31
2025
Q4
$6.95M Buy
139,042
+8,237
+6% +$412K 0.67% 31
2025
Q3
$6.51M Buy
130,805
+102
+0.1% +$5.05K 0.66% 36
2025
Q2
$6.44M Sell
130,703
-4,619
-3% -$226K 0.69% 32
2025
Q1
$6.65M Buy
+135,322
New +$6.61M 0.79% 27

Other funds holding LMBS

IMA Advisory Services's LMBS Position: Q2 2026 in Review

IMA Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.3% in Q2 2026, buying an estimated $379K and bringing the position to 149,848 shares worth $7.46M. The position accounts for 0.47% of the portfolio, ranked #51.

IMA Advisory Services first reported a position in LMBS in Q1 2025 and has held it in 6 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • IMA Advisory Services held 149,848 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $7.46M as of Q2 2026.
  • IMA Advisory Services bought 7,605 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $379K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.47% of IMA Advisory Services's portfolio in Q2 2026, its #51 holding.
  • IMA Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.