IWM
Iams Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,045
| Closed | -$219K | – | 176 |
|
|
2025
Q1 | $219K | Sell |
11,045
-119
| -1% | -$2.37K | 0.1% | 148 |
|
|
2024
Q4 | $221K | Sell |
11,164
-1,839
| -14% | -$36.5K | 0.1% | 155 |
|
|
2024
Q3 | $260K | Buy |
13,003
+482
| +4% | +$9.65K | 0.13% | 131 |
|
|
2024
Q2 | $248K | Sell |
12,521
-1,800
| -13% | -$35.6K | 0.14% | 126 |
|
|
2024
Q1 | $285K | Buy |
14,321
+1,210
| +9% | +$24.1K | 0.17% | 101 |
|
|
2023
Q4 | $262K | Sell |
13,111
-238
| -2% | -$4.75K | 0.17% | 102 |
|
|
2023
Q3 | $259K | Buy |
+13,349
| New | +$259K | 0.18% | 103 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 48 |
|
|
2023
Q1 | – | Sell |
-20,400
| Closed | -$403K | – | 105 |
|
|
2022
Q4 | $403K | Buy |
+20,400
| New | +$403K | 0.41% | 73 |
|