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

Independent Financial Group’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	$2.14M	Sell	42,898 -8,997	-17%	-$449K	0.04%	434
2026 Q1	$2.58M	Buy	51,895 +14,167	+38%	+$710K	0.06%	338
2025 Q4	$1.89M	Sell	37,728 -9,528	-20%	-$476K	0.04%	408
2025 Q3	$2.35M	Buy	47,256 +12,010	+34%	+$594K	0.06%	337
2025 Q2	$1.74M	Buy	35,246 +8,982	+34%	+$440K	0.05%	385
2025 Q1	$1.29M	Buy	26,264 +3,597	+16%	+$176K	0.04%	411
2024 Q4	$1.1M	Buy	22,667 +836	+4%	+$40.8K	0.04%	453
2024 Q3	$1.08M	Sell	21,831 -776	-3%	-$38K	0.04%	421
2024 Q2	$1.09M	Buy	22,607 +2,893	+15%	+$139K	0.04%	384
2024 Q1	$951K	Sell	19,714 -2,568	-12%	-$124K	0.04%	391
2023 Q4	$1.08M	Sell	22,282 -365	-2%	-$17.3K	0.06%	340
2023 Q3	$1.07M	Buy	22,647 +34	+0.2%	+$1.62K	0.07%	301
2023 Q2	$1.08M	Buy	22,613 +2,467	+12%	+$118K	0.07%	294
2023 Q1	$964K	Sell	20,146 -1,114,501	-98%	-$53.4M	0.08%	283
2022 Q4	$53.8M	Sell	1,134,647 -19,476	-2%	-$921K	4.62%	2
2022 Q3	$54.6M	Buy	1,154,123 +1,131,652	+5,036%	+$54.6M	4.95%	2
2022 Q2	$1.09M	Buy	22,471 +66	+0.3%	+$3.21K	0.12%	209
2022 Q1	$1.1M	Sell	22,405 -2,705	-11%	-$134K	0.09%	228
2021 Q4	$1.26M	Sell	25,110 -3,206	-11%	-$161K	0.1%	206
2021 Q3	$1.43M	Sell	28,316 -2,599	-8%	-$132K	0.15%	141
2021 Q2	$1.57M	Sell	30,915 -2,571	-8%	-$131K	0.17%	137
2021 Q1	$1.71M	Buy	33,486 +4,287	+15%	+$220K	0.22%	113
2020 Q4	$1.5M	Buy	29,199 +2,400	+9%	+$124K	0.22%	114
2020 Q3	$1.38M	Sell	26,799 -7,807	-23%	-$404K	0.26%	90
2020 Q2	$1.79M	Buy	34,606 +1,574	+5%	+$81.3K	0.39%	54
2020 Q1	$1.68M	Buy	+33,032	New	+$1.72M	0.5%	39

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 Financial Group's LMBS Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q2 2026, selling an estimated $449K and leaving 42,898 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #434.

Independent Financial Group first reported a position in LMBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $54.6M in Q3 2022. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Independent Financial Group held 42,898 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.14M as of Q2 2026.
Independent Financial Group sold 8,997 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $449K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #434 holding.
Independent Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $54.6M in Q3 2022.
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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.