William Blair & Company
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William Blair & Company’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

William Blair & Company’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 		$159K Hold
3,200
– – ﹤0.01% 1612
2026
Q1 		$159K Sell
3,200
-191
-6% -$9.58K ﹤0.01% 1520
2025
Q4 		$170K Buy
3,391
+2,734
+416% +$137K ﹤0.01% 1498
2025
Q3 		$32.7K Sell
657
-109
-14% -$5.39K ﹤0.01% 1681
2025
Q2 		$37.7K Sell
766
-445
-37% -$21.8K ﹤0.01% 1629
2025
Q1 		$59.5K Hold
1,211
– – ﹤0.01% 1566
2024
Q4 		$58.9K Sell
1,211
-429
-26% -$21K ﹤0.01% 1587
2024
Q3 		$81K Buy
1,640
+304
+23% +$14.9K ﹤0.01% 1564
2024
Q2 		$64.2K Sell
1,336
-65
-5% -$3.12K ﹤0.01% 1570
2024
Q1 		$67.6K Hold
1,401
– – ﹤0.01% 1563
2023
Q4 		$67.7K Sell
1,401
-9,702
-87% -$460K ﹤0.01% 1557
2023
Q3 		$525K Sell
11,103
-17,546
-61% -$834K ﹤0.01% 1040
2023
Q2 		$1.37M Sell
28,649
-51,480
-64% -$2.47M 0.01% 749
2023
Q1 		$3.84M Sell
80,129
-132,073
-62% -$6.32M 0.02% 495
2022
Q4 		$10.1M Sell
212,202
-328,090
-61% -$15.5M 0.04% 292
2022
Q3 		$25.6M Sell
540,292
-112,425
-17% -$5.42M 0.12% 161
2022
Q2 		$31.5M Sell
652,717
-229,320
-26% -$11.1M 0.14% 145
2022
Q1 		$43.2M Sell
882,037
-268,477
-23% -$13.3M 0.15% 144
2021
Q4 		$57.5M Sell
1,150,514
-109,230
-9% -$5.49M 0.18% 122
2021
Q3 		$63.7M Buy
1,259,744
+1,698
+0.1% +$86.2K 0.22% 102
2021
Q2 		$64M Buy
1,258,046
+427,250
+51% +$21.8M 0.22% 105
2021
Q1 		$42.4M Sell
830,796
-99,432
-11% -$5.11M 0.16% 146
2020
Q4 		$47.9M Buy
930,228
+626,495
+206% +$32.3M 0.18% 125
2020
Q3 		$15.7M Buy
303,733
+301,000
+11,014% +$15.6M 0.07% 217
2020
Q2 		$141K Buy
2,733
+1,751
+178% +$90.4K ﹤0.01% 1317
2020
Q1 		$50K Buy
982
+732
+293% +$38K ﹤0.01% 1390
2019
Q4 		$13K Hold
250
– – ﹤0.01% 1615
2019
Q3 		$13K Hold
250
– – ﹤0.01% 1582
2019
Q2 		$13K Buy
+250
New +$12.9K ﹤0.01% 1619
2018
Q4 		– Sell
-144
Closed -$7K – 1736
2018
Q3 		$7K Hold
144
– – ﹤0.01% 1587
2018
Q2 		$7K Hold
144
– – ﹤0.01% 1554
2018
Q1 		$7K Buy
+144
New +$7.42K ﹤0.01% 1471

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company's LMBS Position: Q2 2026 in Review

William Blair & Company held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 3,200 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

William Blair & Company first reported a position in LMBS in Q1 2018 and has held it in 32 quarters since. The position peaked at $64M in Q2 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • William Blair & Company held 3,200 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $159K as of Q2 2026.
  • William Blair & Company 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 William Blair & Company's portfolio in Q2 2026, its #1612 holding.
  • William Blair & Company first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and has held it in 32 quarters since.
  • William Blair & Company's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $64M in Q2 2021.
  • 457 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 William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.