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 Q2	$1.48M	Buy	71,489 +3,962	+6%	+$82.3K	0.45%	66
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

TAM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Iams Wealth Management's FIIG Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 5.9% in Q2 2026, buying an estimated $82.3K and bringing the position to 71,489 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #66.

Iams Wealth Management first reported a position in FIIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2024. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Iams Wealth Management held 71,489 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.48M as of Q2 2026.
Iams Wealth Management bought 3,962 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $82.3K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.45% of Iams Wealth Management's portfolio in Q2 2026, its #66 holding.
Iams Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Iams Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.53M in Q3 2024.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.