Maia Wealth’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
20,250
-398
| -2% | -$9.91K | 0.1% | 194 |
|
|
2025
Q1 | $507K | Sell |
20,648
-525
| -2% | -$12.9K | 0.12% | 171 |
|
|
2024
Q4 | $522K | Sell |
21,173
-1,172
| -5% | -$28.9K | 0.11% | 160 |
|
|
2024
Q3 | $553K | Sell |
22,345
-2,649
| -11% | -$65.6K | 0.14% | 141 |
|
|
2024
Q2 | $617K | Buy |
+24,994
| New | +$617K | 0.19% | 103 |
|
|
2023
Q4 | $609K | Buy |
+24,633
| New | +$609K | 0.25% | 81 |
|