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FSMB icon

Harbour Investments’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Harbour Investments’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$490K Buy
24,513
+4,454
+22% +$89.1K 0.01% 1132
2026
Q1 		$400K Buy
20,059
+12,369
+161% +$249K 0.01% 1158
2025
Q4 		$154K Buy
7,690
+2,490
+48% +$49.9K ﹤0.01% 1415
2025
Q3 		$104K Buy
5,200
+2,478
+91% +$49.6K ﹤0.01% 1565
2025
Q2 		$54.2K Sell
2,722
-20
-0.7% -$396 ﹤0.01% 1777
2025
Q1 		$54.5K Hold
2,742
– – ﹤0.01% 1719
2024
Q4 		$54.4K Sell
2,742
-11,433
-81% -$228K ﹤0.01% 1663
2024
Q3 		$284K Sell
14,175
-2,397
-14% -$47.8K 0.01% 873
2024
Q2 		$328K Sell
16,572
-976
-6% -$19.3K 0.01% 766
2024
Q1 		$348K Sell
17,548
-347
-2% -$6.9K 0.01% 722
2023
Q4 		$357K Buy
17,895
+111
+0.6% +$2.18K 0.01% 655
2023
Q3 		$345K Buy
17,784
+941
+6% +$18.5K 0.02% 604
2023
Q2 		$332K Buy
16,843
+1,068
+7% +$21.1K 0.02% 622
2023
Q1 		$314K Buy
15,775
+6,336
+67% +$126K 0.02% 607
2022
Q4 		$186K Buy
9,439
+9,248
+4,842% +$182K 0.01% 762
2022
Q3 		$4K Hold
191
– – ﹤0.01% 2236
2022
Q2 		$4K Buy
+191
New +$3.8K ﹤0.01% 2236
2021
Q4 		$115K Sell
5,504
-16,959
-75% -$354K 0.01% 917
2021
Q3 		$469K Sell
22,463
-4,894
-18% -$102K 0.02% 668
2021
Q2 		$572K Sell
27,357
-4,782
-15% -$99.9K 0.02% 620
2021
Q1 		$669K Buy
+32,139
New +$670K 0.02% 501

Other funds holding FSMB

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
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments's FSMB Position: Q2 2026 in Review

Harbour Investments increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 22% in Q2 2026, buying an estimated $89.1K and bringing the position to 24,513 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1132.

Harbour Investments first reported a position in FSMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $669K in Q1 2021. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Harbour Investments held 24,513 shares of First Trust Short Duration Managed Municipal ETF worth $490K as of Q2 2026.
  • Harbour Investments bought 4,454 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $89.1K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1132 holding.
  • Harbour Investments first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's First Trust Short Duration Managed Municipal ETF position peaked at $669K in Q1 2021.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.