Iams Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Sell	5,997 -2,987	-33%	-$123K	0.08%	179
2025 Q4	$376K	Sell	8,984 -1,096	-11%	-$45.8K	0.14%	141
2025 Q3	$424K	Buy	10,080 +507	+5%	+$21.3K	0.17%	130
2025 Q2	$400K	Buy	9,573 +76	+0.8%	+$3.13K	0.18%	123
2025 Q1	$390K	Sell	9,497 -8,585	-47%	-$356K	0.18%	124
2024 Q4	$747K	Sell	18,082 -2,386	-12%	-$99.5K	0.34%	82
2024 Q3	$859K	Buy	20,468 +5,206	+34%	+$215K	0.42%	70
2024 Q2	$620K	Sell	15,262 -2,786	-15%	-$113K	0.34%	81
2024 Q1	$742K	Buy	18,048 +1,016	+6%	+$41.8K	0.45%	64
2023 Q4	$708K	Sell	17,032 -126	-0.7%	-$5.01K	0.46%	65
2023 Q3	$673K	Buy	+17,158	New	+$680K	0.47%	66
2023 Q2	–	Sell	-7,840	Closed	-$310K	–	202
2023 Q1	$309K	Buy	7,840 +2,563	+49%	+$102K	0.26%	86
2022 Q4	$205K	Buy	+5,277	New	+$208K	0.21%	95