Bank of America
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Bank of America’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Bank of America’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,121
Closed -$143K – 8485
2025
Q1 		$143K Buy
+7,121
New +$143K ﹤0.01% 6333
2022
Q3 		– Sell
-83
Closed -$2K – 7972
2022
Q2 		$2K Buy
+83
New +$1.66K ﹤0.01% 7780

Other funds holding FUMB

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America's FUMB Position: Q2 2025 in Review

Bank of America sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2025, closing a stake of 7,121 shares — an estimated $143K sold.

Bank of America first reported a position in FUMB in Q2 2022 and held it in 2 quarters. The position peaked at $143K in Q1 2025. 87 funds tracked by Wall St. Rank hold FUMB as of Q2 2025.

  • Bank of America reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of America sold 7,121 First Trust Ultra Short Duration Municipal ETF shares in Q2 2025, an estimated $143K.
  • Bank of America first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and held it in 2 quarters.
  • Bank of America's First Trust Ultra Short Duration Municipal ETF position peaked at $143K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.