IWM
FIXD icon

Iams Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Iams Wealth Management’s Portfolio FIXD Stock Details FIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07M Buy
47,451
+17,336
+58% +$767K 0.72% 45
2025
Q4 		$1.33M Sell
30,115
-22,578
-43% -$1.01M 0.48% 66
2025
Q3 		$2.34M Buy
52,693
+9,847
+23% +$433K 0.94% 32
2025
Q2 		$1.88M Sell
42,846
-3,334
-7% -$145K 0.86% 35
2025
Q1 		$2.02M Sell
46,180
-128,603
-74% -$5.58M 0.93% 42
2024
Q4 		$7.51M Buy
174,783
+60,289
+53% +$2.64M 3.44% 4
2024
Q3 		$5.18M Buy
114,494
+21,859
+24% +$975K 2.54% 6
2024
Q2 		$3.99M Sell
92,635
-115,501
-55% -$4.95M 2.18% 7
2024
Q1 		$9.04M Sell
208,136
-9,494
-4% -$416K 5.52% 2
2023
Q4 		$9.71M Buy
217,630
+10,497
+5% +$447K 6.28% 2
2023
Q3 		$8.71M Buy
+207,133
New +$8.99M 6.03% 2
2023
Q2 		– Sell
-206,011
Closed -$9.22M – 167
2023
Q1 		$9.25M Sell
206,011
-25,354
-11% -$1.14M 7.69% 1
2022
Q4 		$10.2M Buy
+231,365
New +$10.1M 10.34% 1

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return