Iams Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$417K	Sell	16,773 -2,771	-14%	-$69K	0.19%	120
2025 Q1	$484K	Buy	19,544 +2,415	+14%	+$59.8K	0.22%	113
2024 Q4	$422K	Buy	+17,129	New	+$422K	0.19%	118
2023 Q3	–	Hold	0	–	–	–	140
2023 Q2	–	Hold	0	–	–	–	123