International Assets Investment Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

International Assets Investment 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 Q2	$661K	Sell	13,298 -822	-6%	-$41K	0.04%	385
2026 Q1	$704K	Buy	14,120 +946	+7%	+$47.4K	0.05%	341
2025 Q4	$659K	Sell	13,174 -1,370	-9%	-$68.5K	0.05%	367
2025 Q3	$717K	Hold	14,544	–	–	0.06%	329
2025 Q2	$716K	Sell	14,544 -218	-1%	-$10.7K	0.06%	328
2025 Q1	$726K	Buy	14,762 +2,900	+24%	+$142K	0.06%	311
2024 Q4	$577K	Buy	+11,862	New	+$579K	0.05%	358
2024 Q3	–	Sell	-19,536	Closed	-$939K	–	2294
2024 Q2	$939K	Sell	19,536 -3,081	-14%	-$148K	0.09%	216
2024 Q1	$1.09M	Sell	22,617 -3,412	-13%	-$165K	0.11%	191
2023 Q4	$1.26M	Buy	+26,029	New	+$1.23M	0.16%	142
2023 Q1	–	Sell	-202,455	Closed	-$6.35M	–	1279
2022 Q4	$6.35M	Buy	+202,455	New	+$9.57M	0.66%	25

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

International Assets Investment Management's LMBS Position: Q2 2026 in Review

International Assets Investment Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.8% in Q2 2026, selling an estimated $41K and leaving 13,298 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #385.

International Assets Investment Management first reported a position in LMBS in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.35M in Q4 2022. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

International Assets Investment Management held 13,298 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $661K as of Q2 2026.
International Assets Investment Management sold 822 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $41K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of International Assets Investment Management's portfolio in Q2 2026, its #385 holding.
International Assets Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 11 quarters since.
International Assets Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.35M in Q4 2022.
305 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 International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.