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

Iams Wealth Management’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-49,520
Closed -$1.25M – 200
2025
Q4 		$1.25M Buy
49,520
+21,073
+74% +$531K 0.45% 75
2025
Q3 		$717K Buy
28,447
+11,674
+70% +$292K 0.29% 94
2025
Q2 		$417K Sell
16,773
-2,771
-14% -$68.4K 0.19% 120
2025
Q1 		$484K Buy
19,544
+2,415
+14% +$59.7K 0.22% 113
2024
Q4 		$422K Buy
+17,129
New +$425K 0.19% 119

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Iams Wealth Management's UCON Position: Q1 2026 in Review

Iams Wealth Management sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026, closing a stake of 49,520 shares — an estimated $1.25M sold.

Iams Wealth Management first reported a position in UCON in Q4 2024 and held it in 5 quarters. The position peaked at $1.25M in Q4 2025. 277 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • Iams Wealth Management reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Iams Wealth Management sold 49,520 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $1.25M.
  • Iams Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and held it in 5 quarters.
  • Iams Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $1.25M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Iams Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.