OneDigital Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

OneDigital Investment Advisors’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	$1.08M	Buy	21,677 +3,201	+17%	+$160K	0.01%	708
2026 Q1	$920K	Buy	18,476 +3,043	+20%	+$153K	0.01%	708
2025 Q4	$771K	Sell	15,433 -1,340	-8%	-$67K	0.01%	763
2025 Q3	$835K	Sell	16,773 -2,526	-13%	-$125K	0.01%	727
2025 Q2	$951K	Sell	19,299 -3,270	-14%	-$160K	0.01%	654
2025 Q1	$1.11M	Sell	22,569 -2,578	-10%	-$126K	0.01%	571
2024 Q4	$1.22M	Buy	25,147 +2,162	+9%	+$106K	0.01%	566
2024 Q3	$1.14M	Buy	22,985 +6,612	+40%	+$324K	0.01%	610
2024 Q2	$787K	Buy	16,373 +9,198	+128%	+$442K	0.01%	709
2024 Q1	$346K	Sell	7,175 -2,538	-26%	-$122K	0.01%	863
2023 Q4	$469K	Buy	9,713 +2,174	+29%	+$103K	0.01%	740
2023 Q3	$356K	Sell	7,539 -73	-1%	-$3.47K	0.01%	747
2023 Q2	$363K	Buy	7,612 +6	+0.1%	+$288	0.01%	751
2023 Q1	$364K	Buy	7,606 +21	+0.3%	+$1K	0.01%	708
2022 Q4	$360K	Sell	7,585 -585	-7%	-$27.7K	0.01%	603
2022 Q3	$387K	Sell	8,170 -494	-6%	-$23.8K	0.01%	526
2022 Q2	$418K	Buy	8,664 +104	+1%	+$5.05K	0.02%	473
2022 Q1	$419K	Sell	8,560 -1,960	-19%	-$97.1K	0.02%	495
2021 Q4	$526K	Buy	10,520 +3,075	+41%	+$155K	0.02%	435
2021 Q3	$377K	Buy	7,445 +2,023	+37%	+$103K	0.01%	503
2021 Q2	$276K	Sell	5,422 -29,446	-84%	-$1.5M	0.01%	577
2021 Q1	$1.78M	Sell	34,868 -1,713	-5%	-$88K	0.08%	163
2020 Q4	$1.88M	Buy	36,581 +8,446	+30%	+$436K	0.1%	147
2020 Q3	$1.45M	Buy	28,135 +5,941	+27%	+$307K	0.1%	162
2020 Q2	$1.15M	Buy	+22,194	New	+$1.15M	0.08%	192
2019 Q3	–	Sell	-4,791	Closed	-$248K	–	901
2019 Q2	$248K	Sell	4,791 -996	-17%	-$51.2K	0.02%	369
2019 Q1	$297K	Sell	5,787 -24,374	-81%	-$1.25M	0.04%	229
2018 Q4	$1.54M	Buy	+30,161	New	+$1.54M	0.26%	82

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

OneDigital Investment Advisors's LMBS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q2 2026, buying an estimated $160K and bringing the position to 21,677 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #708.

OneDigital Investment Advisors first reported a position in LMBS in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.88M in Q4 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

OneDigital Investment Advisors held 21,677 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.08M as of Q2 2026.
OneDigital Investment Advisors bought 3,201 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $160K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #708 holding.
OneDigital Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 28 quarters since.
OneDigital Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.88M in Q4 2020.
457 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.