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

Independent Wealth Network’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	$2.5M	Buy	51,503 +3,266	+7%	+$161K	0.63%	34
2026 Q2	$2.4M	Buy	48,237 +2,358	+5%	+$118K	0.61%	31
2026 Q1	$2.29M	Buy	+45,879	New	+$2.3M	0.68%	31

Other funds holding LMBS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Independent Wealth Network's LMBS Position: Q3 2026 in Review

Independent Wealth Network increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.8% in Q3 2026, buying an estimated $161K and bringing the position to 51,503 shares worth $2.5M. The position accounts for 0.63% of the portfolio, ranked #34.

Independent Wealth Network first reported a position in LMBS in Q1 2026 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Independent Wealth Network held 51,503 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.5M as of Q3 2026.
Independent Wealth Network bought 3,266 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $161K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.63% of Independent Wealth Network's portfolio in Q3 2026, its #34 holding.
Independent Wealth Network first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
410 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 Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.