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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
2023
Q3 		– Sell
-24,192
Closed -$478K – 156
2023
Q2 		$478K Buy
+24,192
New +$479K 0.17% 96

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

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.