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

Iams Wealth Management’s Portfolio FIIG Stock Details FIIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	67,527 +8,116	+14%	+$171K	0.49%	62
2025 Q4	$1.26M	Sell	59,411 -3,984	-6%	-$84.7K	0.45%	72
2025 Q3	$1.35M	Sell	63,395 -977	-2%	-$20.6K	0.54%	59
2025 Q2	$1.35M	Sell	64,372 -3,398	-5%	-$70.1K	0.62%	56
2025 Q1	$1.41M	Sell	67,770 -2,049	-3%	-$42.2K	0.64%	56
2024 Q4	$1.43M	Sell	69,819 -1,766	-2%	-$36.9K	0.65%	49
2024 Q3	$1.53M	Buy	71,585 +27,779	+63%	+$584K	0.75%	43
2024 Q2	$895K	Buy	+43,806	New	+$891K	0.49%	65

Other funds holding FIIG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

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

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return