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Iams Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Iams Wealth Management’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,230
Closed -$204K – 106
2022
Q4 		$204K Buy
+10,230
New +$204K 0.21% 96

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RJFSA
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NA
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APWM
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SWP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Iams Wealth Management's FUMB Position: Q1 2023 in Review

Iams Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2023, closing a stake of 10,230 shares — an estimated $204K sold.

Iams Wealth Management first reported a position in FUMB in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 90 funds tracked by Wall St. Rank hold FUMB as of Q1 2023.

  • Iams Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Iams Wealth Management sold 10,230 First Trust Ultra Short Duration Municipal ETF shares in Q1 2023, an estimated $204K.
  • Iams Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Iams Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $204K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2023.

Based on Iams Wealth Management's 13F filing for Q1 2023, filed 30 Oct 2023.