Iams Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$988K	Buy	52,412 +1,846	+4%	+$35K	0.3%	99
2026 Q1	$958K	Sell	50,566 -2,641	-5%	-$50.5K	0.33%	92
2025 Q4	$1.02M	Sell	53,207 -22,043	-29%	-$423K	0.37%	86
2025 Q3	$1.45M	Sell	75,250 -876	-1%	-$16.8K	0.58%	56
2025 Q2	$1.46M	Buy	76,126 +44	+0.1%	+$835	0.67%	51
2025 Q1	$1.44M	Sell	76,082 -27,013	-26%	-$511K	0.66%	55
2024 Q4	$1.95M	Sell	103,095 -16,246	-14%	-$308K	0.89%	36
2024 Q3	$2.29M	Buy	119,341 +7,520	+7%	+$143K	1.12%	18
2024 Q2	$2.1M	Sell	111,821 -53,278	-32%	-$997K	1.15%	20
2024 Q1	$3.1M	Buy	165,099 +6,410	+4%	+$121K	1.89%	11
2023 Q4	$3.01M	Sell	158,689 -10,654	-6%	-$198K	1.95%	12
2023 Q3	$3.11M	Buy	+169,343	New	+$3.14M	2.15%	11
2023 Q2	–	Sell	-108,518	Closed	-$2.04M	–	164
2023 Q1	$2.04M	Buy	108,518 +54,563	+101%	+$1.02M	1.69%	10
2022 Q4	$1.01M	Buy	+53,955	New	+$1M	1.03%	23

Other funds holding FSIG

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Iams Wealth Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 3.7% in Q2 2026, buying an estimated $35K and bringing the position to 52,412 shares worth $988K. The position accounts for 0.3% of the portfolio, ranked #99.

Iams Wealth Management first reported a position in FSIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.11M in Q3 2023. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Iams Wealth Management held 52,412 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $988K as of Q2 2026.
Iams Wealth Management bought 1,846 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $35K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.3% of Iams Wealth Management's portfolio in Q2 2026, its #99 holding.
Iams Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.11M in Q3 2023.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

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