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

Maia Wealth’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	$1.58M	Sell	32,617 -3,503	-10%	-$173K	0.22%	123
2026 Q2	$1.8M	Sell	36,120 -2,270	-6%	-$113K	0.26%	106
2026 Q1	$1.91M	Sell	38,390 -1,062	-3%	-$53.2K	0.32%	97
2025 Q4	$1.99M	Sell	39,452 -5,571	-12%	-$278K	0.34%	87
2025 Q3	$2.25M	Sell	45,023 -4,054	-8%	-$201K	0.38%	73
2025 Q2	$2.42M	Buy	49,077 +6,752	+16%	+$331K	0.46%	57
2025 Q1	$2.07M	Buy	42,325 +4,720	+13%	+$231K	0.47%	56
2024 Q4	$1.83M	Buy	37,605 +17,786	+90%	+$869K	0.39%	61
2024 Q3	$967K	Buy	19,819 +9,901	+100%	+$485K	0.24%	89
2024 Q2	$482K	Buy	+9,918	New	+$476K	0.15%	122
2023 Q4	$742K	Buy	+15,353	New	+$728K	0.3%	66

Other funds holding LMBS

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Maia Wealth's LMBS Position: Q3 2026 in Review

Maia Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.7% in Q3 2026, selling an estimated $173K and leaving 32,617 shares worth $1.58M. The position accounts for 0.22% of the portfolio, ranked #123.

Maia Wealth first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q2 2025. 197 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Maia Wealth held 32,617 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.58M as of Q3 2026.
Maia Wealth sold 3,503 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $173K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.22% of Maia Wealth's portfolio in Q3 2026, its #123 holding.
Maia Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.42M in Q2 2025.
197 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 Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.