IWA
Inspirion Wealth Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
74,361
-12,900
| -15% | -$259K | 0.2% | 50 |
|
|
2025
Q1 | $1.75M | Sell |
87,261
-9,675
| -10% | -$194K | 0.24% | 38 |
|
|
2024
Q4 | $1.95M | Hold |
96,936
| – | – | 0.27% | 37 |
|
|
2024
Q3 | $1.95M | Sell |
96,936
-59,929
| -38% | -$1.21M | 0.27% | 37 |
|
|
2024
Q2 | $3.15M | Sell |
156,865
-12,900
| -8% | -$259K | 0.48% | 25 |
|
|
2024
Q1 | $3.4M | Sell |
169,765
-7,500
| -4% | -$150K | 0.56% | 25 |
|
|
2023
Q4 | $3.56M | Sell |
177,265
-5,000
| -3% | -$100K | 0.64% | 25 |
|
|
2023
Q3 | $3.63M | Sell |
182,265
-3,702
| -2% | -$73.7K | 0.71% | 25 |
|
|
2023
Q2 | $3.72M | Sell |
185,967
-8,510
| -4% | -$170K | 0.71% | 25 |
|
|
2023
Q1 | $3.88M | Sell |
194,477
-38,911
| -17% | -$777K | 0.78% | 24 |
|
|
2022
Q4 | $4.66M | Sell |
233,388
-33,400
| -13% | -$666K | 0.99% | 23 |
|
|
2022
Q3 | $5.29M | Buy |
266,788
+7,960
| +3% | +$158K | 1.19% | 21 |
|
|
2022
Q2 | $5.17M | Buy |
+258,828
| New | +$5.17M | 1.13% | 22 |
|