McDonald Partners’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
Q3 | $874K | Hold |
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|
2025
Q2 | $874K | Sell |
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|
2025
Q1 | $914K | Hold |
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|
2024
Q4 | $914K | Hold |
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|
2024
Q3 | $915K | Hold |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $982K | Hold |
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|
2023
Q4 | $983K | Hold |
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|
2023
Q3 | $976K | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $525K | Buy |
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