IAG Wealth Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

IAG Wealth Partners’s Portfolio UCON Stock Details UCON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,500	Closed	-$36K	–	484
2022 Q3	$36K	Hold	1,500	–	–	0.01%	155
2022 Q2	$37K	Sell	1,500 -1,400	-48%	-$35K	0.01%	151
2022 Q1	$74K	Hold	2,900	–	–	0.02%	110
2021 Q4	$76K	Hold	2,900	–	–	0.02%	107
2021 Q3	$78K	Sell	2,900 -120	-4%	-$3.19K	0.03%	92
2021 Q2	$81K	Hold	3,020	–	–	0.03%	88
2021 Q1	$81K	Sell	3,020 -1,200	-28%	-$32K	0.03%	82
2020 Q4	$113K	Sell	4,220 -140	-3%	-$3.7K	0.05%	70
2020 Q3	$115K	Sell	4,360 -1,500	-26%	-$39.3K	0.05%	66
2020 Q2	$151K	Sell	5,860 -3,200	-35%	-$80.3K	0.07%	59
2020 Q1	$219K	Sell	9,060 -880	-9%	-$22.4K	0.15%	47
2019 Q4	$258K	Buy	+9,940	New	+$257K	0.17%	40

Other funds holding UCON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CFO4Life Coppell, Texas $471M AUM

CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

IAG Wealth Partners's UCON Position: Q4 2022 in Review

IAG Wealth Partners sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q4 2022, closing a stake of 1,500 shares — an estimated $36K sold.

IAG Wealth Partners first reported a position in UCON in Q4 2019 and held it in 12 quarters. The position peaked at $258K in Q4 2019. 183 funds tracked by Wall St. Rank hold UCON as of Q4 2022.

IAG Wealth Partners reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 1,500 First Trust Smith Unconstrained Bond ETF shares in Q4 2022, an estimated $36K.
IAG Wealth Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2019 and held it in 12 quarters.
IAG Wealth Partners's First Trust Smith Unconstrained Bond ETF position peaked at $258K in Q4 2019.
183 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.