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 Q3	$472K	Sell	9,738 -27,043	-74%	-$1.34M	0.24%	54
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	$2.74K	Buy	+56	New	+$2.74K	﹤0.01%	225

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

IMG Wealth Management's LMBS Position: Q3 2026 in Review

IMG Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 74% in Q3 2026, selling an estimated $1.34M and leaving 9,738 shares worth $472K. The position accounts for 0.24% of the portfolio, ranked #54.

IMG Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q2 2026. 161 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

IMG Wealth Management held 9,738 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $472K as of Q3 2026.
IMG Wealth Management sold 27,043 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $1.34M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.24% of IMG Wealth Management's portfolio in Q3 2026, its #54 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 8 quarters since.
IMG Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.83M in Q2 2026.
161 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.