Iams Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,368	Closed	-$220K	–	175
2025 Q1	$220K	Buy	+4,368	New	+$223K	0.1%	147
2024 Q4	–	Sell	-4,683	Closed	-$243K	–	167
2024 Q3	$243K	Buy	4,683 +157	+3%	+$8.11K	0.12%	137
2024 Q2	$231K	Buy	4,526 +114	+3%	+$5.82K	0.13%	130
2024 Q1	$227K	Buy	+4,412	New	+$227K	0.14%	108
2023 Q1	–	Sell	-4,564	Closed	-$229K	–	104
2022 Q4	$229K	Buy	+4,564	New	+$226K	0.23%	88

Other funds holding FMB

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Iams Wealth Management's FMB Position: Q2 2025 in Review

Iams Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 4,368 shares — an estimated $220K sold.

Iams Wealth Management first reported a position in FMB in Q4 2022 and held it in 5 quarters. The position peaked at $243K in Q3 2024. 299 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Iams Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 4,368 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $220K.
Iams Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and held it in 5 quarters.
Iams Wealth Management's First Trust Managed Municipal ETF position peaked at $243K in Q3 2024.
299 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.