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

SBI Securities’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	$50	Hold	1	–	–	﹤0.01%	3668
2026 Q1	$50	Sell	1 -1	-50%	-$50	﹤0.01%	3577
2025 Q4	$100	Buy	2 +1	+100%	+$50	﹤0.01%	3403
2025 Q3	$50	Buy	+1	New	+$49	﹤0.01%	3713

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 $103B AUM 28.65% 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

SBI Securities's LMBS Position: Q2 2026 in Review

SBI Securities held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 1 share worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

SBI Securities first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $100 in Q4 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

SBI Securities held 1 share of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $50 as of Q2 2026.
SBI Securities left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3668 holding.
SBI Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
SBI Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $100 in Q4 2025.
453 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 SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.