Mattern Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $924K | Sell |
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|
2024
Q3 | $952K | Hold |
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|
2024
Q2 | $949K | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.55M | Hold |
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|
2023
Q2 | $1.55M | Hold |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.44M | Hold |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.44M | Buy |
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