Stonehaven Wealth & Tax Solutions’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	$6.11M	Buy	245,652 +7,517	+3%	+$187K	5.97%	4
2025 Q1	$5.89M	Buy	238,135 +85,046	+56%	+$2.1M	6.23%	4
2024 Q4	$3.77M	Buy	+153,089	New	+$3.77M	4.11%	5