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 Q2	$3.16M	Buy	63,444 +6,277	+11%	+$313K	0.19%	119
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 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

Silver Oak Securities's LMBS Position: Q2 2026 in Review

Silver Oak Securities increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 11% in Q2 2026, buying an estimated $313K and bringing the position to 63,444 shares worth $3.16M. The position accounts for 0.19% of the portfolio, ranked #119.

Silver Oak Securities first reported a position in LMBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.01M in Q3 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Silver Oak Securities held 63,444 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.16M as of Q2 2026.
Silver Oak Securities bought 6,277 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $313K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.19% of Silver Oak Securities's portfolio in Q2 2026, its #119 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 18 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.
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 Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.