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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
2023
Q3 		– Sell
-6,884
Closed -$348K – 152
2023
Q2 		$348K Buy
+6,884
New +$349K 0.13% 105

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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.