TIAA Trust, National Association
FSMB icon

TIAA Trust, National Association’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

TIAA Trust, National Association’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,325
Closed -$207K – 692
2025
Q3 		$207K Buy
+10,325
New +$207K ﹤0.01% 660

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA Trust, National Association's FSMB Position: Q4 2025 in Review

TIAA Trust, National Association sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025, closing a stake of 10,325 shares — an estimated $207K sold.

TIAA Trust, National Association first reported a position in FSMB in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

  • TIAA Trust, National Association reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • TIAA Trust, National Association sold 10,325 First Trust Short Duration Managed Municipal ETF shares in Q4 2025, an estimated $207K.
  • TIAA Trust, National Association first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and held it in 1 quarter.
  • TIAA Trust, National Association's First Trust Short Duration Managed Municipal ETF position peaked at $207K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on TIAA Trust, National Association's 13F filing for Q4 2025, filed 11 Feb 2026.