4WM
FALN icon

4J Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

4J Wealth Management’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-39,045
Closed -$1.08M – 70
2022
Q1 		$1.08M Sell
39,045
-18,325
-32% -$519K 0.95% 24
2021
Q4 		$1.72M Buy
57,370
+38,273
+200% +$1.14M 1.45% 19
2021
Q3 		$575K Sell
19,097
-6
-0% -$181 0.5% 41
2021
Q2 		$572K Buy
+19,103
New +$564K 0.5% 42

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

4J Wealth Management's FALN Position: Q2 2022 in Review

4J Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2022, closing a stake of 39,045 shares — an estimated $1.08M sold.

4J Wealth Management first reported a position in FALN in Q2 2021 and held it in 4 quarters. The position peaked at $1.72M in Q4 2021. 312 funds tracked by Wall St. Rank hold FALN as of Q2 2022.

  • 4J Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • 4J Wealth Management sold 39,045 iShares Fallen Angels USD Bond ETF shares in Q2 2022, an estimated $1.08M.
  • 4J Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2021 and held it in 4 quarters.
  • 4J Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $1.72M in Q4 2021.
  • 312 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2022.

Based on 4J Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.