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Vishria Bird Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Vishria Bird Financial Group’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
2025
Q3 		– Sell
-15,137
Closed -$746K – 100
2025
Q2 		$746K Sell
15,137
-1,141
-7% -$55.9K 0.25% 42
2025
Q1 		$800K Sell
16,278
-101
-0.6% -$4.93K 0.27% 38
2024
Q4 		$797K Hold
16,379
– – 0.28% 38
2024
Q3 		$809K Sell
16,379
-430
-3% -$21K 0.31% 36
2024
Q2 		$808K Hold
16,809
– – 0.34% 33
2024
Q1 		$811K Hold
16,809
– – 0.35% 33
2023
Q4 		$812K Hold
16,809
– – 0.38% 31
2023
Q3 		$794K Hold
16,809
– – 0.45% 28
2023
Q2 		$801K Sell
16,809
-181
-1% -$8.68K 0.48% 27
2023
Q1 		$813K Sell
16,990
-337
-2% -$16.1K 0.52% 28
2022
Q4 		$821K Sell
17,327
-39,633
-70% -$1.87M 0.57% 28
2022
Q3 		$2.7M Sell
56,960
-9,637
-14% -$465K 1.82% 18
2022
Q2 		$3.22M Sell
66,597
-5,132
-7% -$249K 2.14% 17
2022
Q1 		$3.51M Sell
71,729
-269,101
-79% -$13.3M 1.94% 16
2021
Q4 		$17M Buy
340,830
+25,587
+8% +$1.29M 7.93% 2
2021
Q3 		$15.9M Buy
315,243
+193,232
+158% +$9.81M 8.37% 1
2021
Q2 		$6.21M Buy
122,011
+86,144
+240% +$4.4M 3.06% 13
2021
Q1 		$1.83M Sell
35,867
-5,853
-14% -$301K 1.01% 23
2020
Q4 		$2.15M Buy
41,720
+16,730
+67% +$863K 1.22% 21
2020
Q3 		$1.29M Buy
24,990
+17,640
+240% +$913K 0.81% 19
2020
Q2 		$380K Hold
7,350
– – 0.3% 24
2020
Q1 		$375K Buy
+7,350
New +$382K 0.39% 27

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vishria Bird Financial Group's LMBS Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 15,137 shares — an estimated $746K sold.

Vishria Bird Financial Group first reported a position in LMBS in Q1 2020 and held it in 22 quarters. The position peaked at $17M in Q4 2021. 396 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

  • Vishria Bird Financial Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 15,137 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $746K.
  • Vishria Bird Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 22 quarters.
  • Vishria Bird Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $17M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.