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

Silver Oak 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
Q1 		$2.85M Sell
57,167
-61,649
-52% -$3.09M 0.21% 107
2025
Q4 		$5.95M Sell
118,816
-1,796
-1% -$89.8K 0.4% 54
2025
Q3 		$6.01M Buy
120,612
+17,025
+16% +$843K 0.45% 49
2025
Q2 		$5.1M Buy
103,587
+87
+0.1% +$4.26K 0.41% 54
2025
Q1 		$5.09M Buy
103,500
+1,130
+1% +$55.2K 0.47% 45
2024
Q4 		$4.98M Buy
102,370
+7,960
+8% +$389K 0.46% 49
2024
Q3 		$4.66M Buy
94,410
+22,226
+31% +$1.09M 0.49% 48
2024
Q2 		$3.47M Sell
72,184
-36
-0% -$1.73K 0.52% 51
2024
Q1 		$3.48M Sell
72,220
-6,941
-9% -$335K 0.53% 43
2023
Q4 		$3.83M Buy
79,161
+13,330
+20% +$632K 0.51% 44
2023
Q3 		$3.11M Buy
65,831
+919
+1% +$43.7K 0.68% 28
2023
Q2 		$3.09M Buy
64,912
+3,343
+5% +$160K 0.5% 44
2023
Q1 		$2.95M Buy
61,569
+7,354
+14% +$352K 0.48% 46
2022
Q4 		$2.57M Sell
54,215
-11,616
-18% -$549K 0.48% 42
2022
Q3 		$3.11M Buy
65,831
+16,978
+35% +$819K 0.68% 28
2022
Q2 		$2.37M Buy
48,853
+10,698
+28% +$520K 0.53% 35
2022
Q1 		$1.86M Buy
+38,155
New +$1.89M 0.38% 59

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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

Silver Oak Securities's LMBS Position: Q1 2026 in Review

Silver Oak Securities reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 52% in Q1 2026, selling an estimated $3.09M and leaving 57,167 shares worth $2.85M. The position accounts for 0.21% of the portfolio, ranked #107.

Silver Oak Securities first reported a position in LMBS in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.01M in Q3 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Silver Oak Securities held 57,167 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.85M as of Q1 2026.
  • Silver Oak Securities sold 61,649 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $3.09M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.21% of Silver Oak Securities's portfolio in Q1 2026, its #107 holding.
  • Silver Oak Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.01M in Q3 2025.
  • 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 Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.