Independent Advisor Alliance’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Independent Advisor Alliance’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	$6.37M	Sell	127,932 -246,771	-66%	-$12.3M	0.15%	99
2026 Q1	$18.7M	Buy	374,703 +266,550	+246%	+$13.4M	0.2%	104
2025 Q4	$5.41M	Buy	108,153 +5,996	+6%	+$300K	0.13%	129
2025 Q3	$5.09M	Buy	102,157 +11,942	+13%	+$591K	0.13%	129
2025 Q2	$4.44M	Sell	90,215 -33,103	-27%	-$1.62M	0.13%	128
2025 Q1	$6.06M	Sell	123,318 -242,143	-66%	-$11.8M	0.2%	83
2024 Q4	$17.8M	Buy	365,461 +219,767	+151%	+$10.7M	0.24%	91
2024 Q3	$7.2M	Buy	145,694 +8,217	+6%	+$402K	0.26%	74
2024 Q2	$6.61M	Buy	137,477 +4,592	+3%	+$220K	0.23%	81
2024 Q1	$6.41M	Buy	132,885 +18,923	+17%	+$912K	0.23%	81
2023 Q4	$5.51M	Buy	113,962 +1,217	+1%	+$57.7K	0.2%	88
2023 Q3	$5.33M	Buy	112,745 +1,434	+1%	+$68.2K	0.24%	76
2023 Q2	$5.31M	Buy	111,311 +5,480	+5%	+$263K	0.23%	80
2023 Q1	$5.07M	Sell	105,831 -29,326	-22%	-$1.4M	0.24%	84
2022 Q4	$6.41M	Buy	135,157 +15,625	+13%	+$739K	2.2%	6
2022 Q3	$5.66M	Buy	119,532 +3,774	+3%	+$182K	0.33%	71
2022 Q2	$5.59M	Buy	115,758 +22,108	+24%	+$1.07M	0.31%	73
2022 Q1	$4.58M	Buy	93,650 +16,020	+21%	+$793K	0.22%	92
2021 Q4	$3.88M	Buy	+77,630	New	+$3.9M	0.19%	102
2020 Q1	–	Sell	-191,392	Closed	-$9.91M	–	669
2019 Q4	$9.91M	Buy	+191,392	New	+$9.93M	0.43%	51

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 $103B AUM 28.65% 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

Independent Advisor Alliance's LMBS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 66% in Q2 2026, selling an estimated $12.3M and leaving 127,932 shares worth $6.37M. The position accounts for 0.15% of the portfolio, ranked #99.

Independent Advisor Alliance first reported a position in LMBS in Q4 2019 and has held it in 20 quarters since. The position peaked at $18.7M in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Independent Advisor Alliance held 127,932 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.37M as of Q2 2026.
Independent Advisor Alliance sold 246,771 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12.3M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.15% of Independent Advisor Alliance's portfolio in Q2 2026, its #99 holding.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 20 quarters since.
Independent Advisor Alliance's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $18.7M in Q1 2026.
453 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.