IMG Wealth Management’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
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

IMG Wealth Management's LMBS Position: Q1 2026 in Review

IMG Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 58,089% in Q1 2026, buying an estimated $1.63M and bringing the position to 32,586 shares worth $1.62M. The position accounts for 1.03% of the portfolio, ranked #20.

IMG Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • IMG Wealth Management held 32,586 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.62M as of Q1 2026.
  • IMG Wealth Management bought 32,530 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $1.63M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.03% of IMG Wealth Management's portfolio in Q1 2026, its #20 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 6 quarters since.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.