IWM
UCON icon

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
2023
Q3 		– Sell
-13,314
Closed -$321K – 222
2023
Q2 		$321K Buy
+13,314
New +$324K 0.12% 107

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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. 276 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.
  • 276 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.