Iams Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.34M | Buy |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $7.51M | Buy |
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|
2024
Q3 | $5.18M | Buy |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $9.04M | Sell |
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|
2023
Q4 | $9.71M | Buy |
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|
2023
Q3 | $8.71M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $9.25M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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