IWM
FSMB icon

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
-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% -$36.7K 0.1% 156
2024
Q3 		$260K Buy
13,003
+482
+4% +$9.62K 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% -$4.67K 0.17% 102
2023
Q3 		$259K Buy
+13,349
New +$262K 0.18% 103
2023
Q1 		– Sell
-20,400
Closed -$403K – 105
2022
Q4 		$403K Buy
+20,400
New +$400K 0.41% 73

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return