Question 1

How many shares of LMBS does CLIFFORD SWAN INVESTMENT COUNSEL LLC own?

Accepted Answer

As of 2026-Q1, CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 291,821 shares of LMBS (FIRST TR EXCHANGE-TRADED FD).

Question 2

What is CLIFFORD SWAN INVESTMENT COUNSEL LLC's LMBS position worth?

Accepted Answer

As of 2026-Q1, CLIFFORD SWAN INVESTMENT COUNSEL LLC's LMBS position is worth $14.5M.

Question 3

Is CLIFFORD SWAN INVESTMENT COUNSEL LLC buying or selling LMBS?

Accepted Answer

In 2026-Q1, CLIFFORD SWAN INVESTMENT COUNSEL LLC decreased their LMBS position (-3.7% change in shares).

Question 4

When did CLIFFORD SWAN INVESTMENT COUNSEL LLC first buy LMBS?

Accepted Answer

Based on available 13F filings, CLIFFORD SWAN INVESTMENT COUNSEL LLC first reported a position in LMBS in 2019-Q1. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	291,821	-3.7%	$14.5M	0.5%	$49.13	0
2025-Q4	Decreased	303,153	-7.2%	$15.2M	0.5%	$48.81	0
2025-Q3	Increased	326,769	+6.7%	$16.3M	0.5%	$48.12	42
2025-Q2	Decreased	306,127	-0.9%	$15.1M	0.5%	$47.12	0
2025-Q1	Decreased	308,919	-2.4%	$15.2M	0.6%	$46.54	0
2024-Q4	Decreased	316,654	-2.2%	$15.4M	0.6%	$45.60	0
2024-Q3	Increased	323,782	+38.9%	$16M	0.6%	$45.81	52
2024-Q2	Decreased	233,059	-9.1%	$11.2M	0.4%	$44.09	0
2024-Q1	Increased	256,309	+5.5%	$12.4M	0.5%	$43.79	35
2023-Q4	Decreased	243,019	-17.9%	$11.7M	0.5%	$43.36	0
2023-Q3	Decreased	296,139	-8.1%	$14M	0.6%	$41.85	0
2023-Q2	Decreased	322,398	-3.2%	$15.4M	0.6%	$41.80	0
2023-Q1	Decreased	333,065	-5.2%	$15.9M	0.7%	$41.62	0
2022-Q4	Decreased	351,255	-21.5%	$16.7M	0.7%	$40.87	0
2022-Q3	Decreased	447,655	-17.1%	$21.2M	1.0%	$40.51	0
2022-Q2	Decreased	539,928	-5.6%	$26.1M	1.1%	$41.13	0
2022-Q1	Decreased	572,113	-8.6%	$28M	1.0%	$41.48	0
2021-Q4	Decreased	626,075	-2.2%	$31.3M	1.1%	$42.16	0
2021-Q3	Increased	639,970	+0.5%	$32.3M	1.2%	$42.46	46
2021-Q2	Increased	636,824	+5.6%	$32.4M	1.2%	$42.52	48
2021-Q1	Increased	603,227	+6.4%	$30.8M	1.3%	$42.43	48
2020-Q4	Increased	567,006	+32.5%	$29.2M	1.3%	$42.55	58
2020-Q3	Increased	428,070	+15.5%	$22.1M	1.1%	$42.50	52
2020-Q2	Increased	370,595	+26.9%	$19.2M	1.0%	$42.25	50
2020-Q1	Increased	292,144	+16.1%	$14.9M	0.9%	$41.45	46
2019-Q4	Increased	251,537	+48.0%	$13M	0.6%	$41.86	54
2019-Q3	Increased	169,956	+18.8%	$8.8M	0.5%	$41.77	39
2019-Q2	Increased	143,115	+48.6%	$7.4M	0.4%	$41.27	45
2019-Q1	New	96,276	-	$4.9M	0.3%	$40.67	45

LMBS29 quarters

LMBS
29 quarters