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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Iams Wealth Management's FSMB Position: Q2 2025 in Review

Iams Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 11,045 shares — an estimated $219K sold.

Iams Wealth Management first reported a position in FSMB in Q4 2022 and held it in 8 quarters. The position peaked at $403K in Q4 2022. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

Iams Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 11,045 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $219K.
Iams Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 8 quarters.
Iams Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $403K in Q4 2022.
130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.