IWA
Inspirion Wealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
34,295
-1,200
| -3% | -$23.9K | 0.09% | 80 |
|
|
2025
Q1 | $705K | Sell |
35,495
-333
| -0.9% | -$6.62K | 0.1% | 77 |
|
|
2024
Q4 | $712K | Sell |
35,828
-3,802
| -10% | -$75.5K | 0.1% | 75 |
|
|
2024
Q3 | $793K | Sell |
39,630
-7,125
| -15% | -$143K | 0.11% | 69 |
|
|
2024
Q2 | $924K | Hold |
46,755
| – | – | 0.14% | 60 |
|
|
2024
Q1 | $927K | Hold |
46,755
| – | – | 0.15% | 61 |
|
|
2023
Q4 | $933K | Hold |
46,755
| – | – | 0.17% | 56 |
|
|
2023
Q3 | $906K | Sell |
46,755
-10,000
| -18% | -$194K | 0.18% | 54 |
|
|
2023
Q2 | $1.12M | Hold |
56,755
| – | – | 0.21% | 49 |
|
|
2023
Q1 | $1.13M | Buy |
56,755
+8,505
| +18% | +$169K | 0.23% | 45 |
|
|
2022
Q4 | $952K | Hold |
48,250
| – | – | 0.2% | 49 |
|
|
2022
Q3 | $941K | Sell |
48,250
-1,000
| -2% | -$19.5K | 0.21% | 45 |
|
|
2022
Q2 | $978K | Buy |
+49,250
| New | +$978K | 0.21% | 49 |
|