Walkner Condon Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Walkner Condon Financial Advisors's LMBS Position: Q2 2026 in Review
Walkner Condon Financial Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.5% in Q2 2026, buying an estimated $1.84M and bringing the position to 471,806 shares worth $23.5M. The position accounts for 2.7% of the portfolio, ranked #6.
Walkner Condon Financial Advisors first reported a position in LMBS in Q4 2019 and has held it in 27 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Walkner Condon Financial Advisors held 471,806 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $23.5M as of Q2 2026.
- Walkner Condon Financial Advisors bought 36,987 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.84M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.7% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #6 holding.
- Walkner Condon Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 27 quarters since.
- 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.