RWB
RMR Wealth Builders’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 | $17.2M | Buy |
862,168
+49,158
| +6% | +$978K | 1.56% | 15 |
|
|
2025
Q1 | $16.2M | Buy |
813,010
+100,756
| +14% | +$2M | 1.7% | 15 |
|
|
2024
Q4 | $14.1M | Buy |
712,254
+6,133
| +0.9% | +$122K | 1.46% | 17 |
|
|
2024
Q3 | $14.1M | Buy |
706,121
+63,662
| +10% | +$1.27M | 1.5% | 16 |
|
|
2024
Q2 | $12.7M | Buy |
642,459
+34,026
| +6% | +$673K | 1.46% | 17 |
|
|
2024
Q1 | $12.1M | Buy |
608,433
+129,078
| +27% | +$2.56M | 1.46% | 17 |
|
|
2023
Q4 | $9.56M | Buy |
479,355
+86,600
| +22% | +$1.73M | 1.34% | 16 |
|
|
2023
Q3 | $7.61M | Buy |
392,755
+8,713
| +2% | +$169K | 1.22% | 18 |
|
|
2023
Q2 | $7.58M | Buy |
384,042
+103,369
| +37% | +$2.04M | 1.29% | 18 |
|
|
2023
Q1 | $5.58M | Buy |
280,673
+80,405
| +40% | +$1.6M | 1.06% | 20 |
|
|
2022
Q4 | $3.95M | Sell |
200,268
-33,320
| -14% | -$658K | 0.9% | 23 |
|
|
2022
Q3 | $4.55M | Buy |
233,588
+112,803
| +93% | +$2.2M | 1.11% | 21 |
|
|
2022
Q2 | $2.4M | Buy |
120,785
+31,399
| +35% | +$623K | 0.6% | 29 |
|
|
2022
Q1 | $1.8M | Buy |
89,386
+52,994
| +146% | +$1.06M | 0.39% | 42 |
|
|
2021
Q4 | $757K | Buy |
+36,392
| New | +$757K | 0.22% | 46 |
|