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 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

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 $104B AUM 28.3% 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

Maia Wealth's LMBS Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.9% in Q2 2026, selling an estimated $113K and leaving 36,120 shares worth $1.8M. The position accounts for 0.26% of the portfolio, ranked #106.

Maia Wealth first reported a position in LMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q2 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Maia Wealth held 36,120 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.8M as of Q2 2026.
Maia Wealth sold 2,270 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $113K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.26% of Maia Wealth's portfolio in Q2 2026, its #106 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 10 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.
456 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 Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.