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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return