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

IMG 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	$1.83M	Buy	36,781 +4,195	+13%	+$209K	1.02%	21
2026 Q1	$1.62M	Buy	32,586 +32,530	+58,089%	+$1.63M	1.03%	20
2025 Q4	$2.81K	Hold	56	–	–	﹤0.01%	475
2025 Q3	$2.8K	Hold	56	–	–	﹤0.01%	418
2025 Q2	$2.77K	Hold	56	–	–	﹤0.01%	413
2025 Q1	$2.76K	Hold	56	–	–	﹤0.01%	257
2024 Q4	$2.73K	Buy	+56	New	+$2.73K	﹤0.01%	225

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

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

IMG Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, buying an estimated $209K and bringing the position to 36,781 shares worth $1.83M. The position accounts for 1.02% of the portfolio, ranked #21.

IMG Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

IMG Wealth Management held 36,781 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.83M as of Q2 2026.
IMG Wealth Management bought 4,195 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $209K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.02% of IMG Wealth Management's portfolio in Q2 2026, its #21 holding.
IMG Wealth Management 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.
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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.