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 Q2	$5.02M	Buy	115,002 +67,551	+142%	+$2.95M	1.51%	14
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	3.43%	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	–	159
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Iams Wealth Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 142% in Q2 2026, buying an estimated $2.95M and bringing the position to 115,002 shares worth $5.02M. The position accounts for 1.51% of the portfolio, ranked #14.

Iams Wealth Management first reported a position in FIXD in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2022. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Iams Wealth Management held 115,002 shares of First Trust Smith Opportunistic Fixed Income ETF worth $5.02M as of Q2 2026.
Iams Wealth Management bought 67,551 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $2.95M.
First Trust Smith Opportunistic Fixed Income ETF made up 1.51% of Iams Wealth Management's portfolio in Q2 2026, its #14 holding.
Iams Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $10.2M in Q4 2022.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

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