BlackDiamond Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$212K	Sell	10,635 -502	-5%	-$10K	0.12%	155
2025 Q1	$221K	Hold	11,137	–	–	0.15%	139
2024 Q4	$221K	Hold	11,137	–	–	0.13%	148
2024 Q3	$222K	Sell	11,137 -246	-2%	-$4.9K	0.13%	153
2024 Q2	$227K	Buy	+11,383	New	+$227K	0.15%	132