TrueWealth Advisors’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	$5.9M	Buy	236,886 +37,287	+19%	+$928K	1.74%	12
2025 Q1	$4.94M	Buy	199,599 +41,868	+27%	+$1.04M	1.62%	15
2024 Q4	$3.89M	Buy	157,731 +46,424	+42%	+$1.14M	1.3%	16
2024 Q3	$2.8M	Buy	+111,307	New	+$2.8M	0.93%	24