IAA
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Independent Advisor Alliance’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Independent Advisor Alliance’s Portfolio UCON Stock Details UCON Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.02M Buy
2025
Q1 		– Sell
2024
Q4 		$6.79M Buy
2022
Q1 		– Sell
2021
Q4 		$254K Buy
2021
Q3 		$254K Buy
2021
Q2 		$208K Sell
2021
Q1 		$213K Buy
2020
Q4 		$212K Buy
2020
Q1 		– Sell
2019
Q4 		$7.95M Buy