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

Pinnacle Bancorp’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	$204K	Buy	4,100 +350	+9%	+$17.5K	0.06%	236
2025 Q4	$187K	Buy	3,750 +450	+14%	+$22.5K	0.05%	244
2025 Q3	$164K	Buy	3,300 +80	+2%	+$3.96K	0.05%	256
2025 Q2	$159K	Hold	3,220	–	–	0.05%	256
2025 Q1	$158K	Sell	3,220 -76	-2%	-$3.71K	0.05%	250
2024 Q4	$160K	Buy	3,296 +70	+2%	+$3.42K	0.05%	246
2024 Q3	$159K	Buy	3,226 +611	+23%	+$29.9K	0.04%	241
2024 Q2	$126K	Sell	2,615 -70	-3%	-$3.36K	0.04%	247
2024 Q1	$130K	Buy	2,685 +856	+47%	+$41.3K	0.04%	251
2023 Q4	$88.4K	Hold	1,829	–	–	0.03%	289
2023 Q3	$86.4K	Hold	1,829	–	–	0.03%	275
2023 Q2	$87.2K	Sell	1,829 -3,633	-67%	-$174K	0.03%	279
2023 Q1	$261K	Buy	5,462 +1,224	+29%	+$58.6K	0.1%	159
2022 Q4	$201K	Buy	4,238 +650	+18%	+$30.7K	0.08%	184
2022 Q3	$170K	Sell	3,588 -29	-0.8%	-$1.4K	0.07%	188
2022 Q2	$175K	Sell	3,617 -2,000	-36%	-$97.2K	0.07%	182
2022 Q1	$275K	Buy	5,617 +280	+5%	+$13.9K	0.1%	145
2021 Q4	$267K	Hold	5,337	–	–	0.09%	154
2021 Q3	$270K	Buy	5,337 +1,088	+26%	+$55.2K	0.11%	142
2021 Q2	$216K	Hold	4,249	–	–	0.1%	157
2021 Q1	$217K	Hold	4,249	–	–	0.11%	153
2020 Q4	$219K	Buy	4,249 +2,000	+89%	+$103K	0.13%	146
2020 Q3	$116K	Buy	2,249 +2,000	+803%	+$103K	0.08%	185
2020 Q2	$13K	Hold	249	–	–	0.01%	473
2020 Q1	$13K	Buy	249 +84	+51%	+$4.36K	0.01%	457
2019 Q4	$9K	Hold	165	–	–	0.01%	551
2019 Q3	$9K	Buy	+165	New	+$8.56K	0.01%	577
2019 Q1	–	Sell	-670	Closed	-$34K	–	695
2018 Q4	$34K	Buy	+670	New	+$34.1K	0.02%	344

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Pinnacle Bancorp's LMBS Position: Q1 2026 in Review

Pinnacle Bancorp increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.3% in Q1 2026, buying an estimated $17.5K and bringing the position to 4,100 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #236.

Pinnacle Bancorp first reported a position in LMBS in Q4 2018 and has held it in 28 quarters since. The position peaked at $275K in Q1 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Pinnacle Bancorp held 4,100 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $204K as of Q1 2026.
Pinnacle Bancorp bought 350 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $17.5K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Pinnacle Bancorp's portfolio in Q1 2026, its #236 holding.
Pinnacle Bancorp 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.
Pinnacle Bancorp's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $275K in Q1 2022.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.