Iams Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$219K	Sell
2024 Q4	$221K	Sell
2024 Q3	$260K	Buy
2024 Q2	$248K	Sell
2024 Q1	$285K	Buy
2023 Q4	$262K	Sell
2023 Q3	$259K	Buy
2023 Q2	–	Hold
2023 Q1	–	Sell
2022 Q4	$403K	Buy