IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Iams Wealth Management, LLC

Q1 2023 Holdings

Filed 2023-10-30 | 102 holdings | $120.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr SER TR(BIL)BLOOMBERG 1-3 MO78468R663$8.0M86,8216.6%
First TR Exchng Traded FD VI(FIXD)TCW OPPORTUNIS33740F805$9.2M206,0117.7%
PreviousPage 3 of 3