Iams Wealth Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Sell	64,372 -3,398	-5%	-$71.3K	0.62%	56
2025 Q1	$1.41M	Sell	67,770 -2,049	-3%	-$42.5K	0.64%	56
2024 Q4	$1.43M	Sell	69,819 -1,766	-2%	-$36.1K	0.65%	49
2024 Q3	$1.53M	Buy	71,585 +27,779	+63%	+$594K	0.75%	43
2024 Q2	$895K	Buy	+43,806	New	+$895K	0.49%	65