AWM
FALN icon

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

Accel 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
2023
Q2 		– Sell
-218
Closed -$5.51K – 391
2023
Q1 		$5.51K Hold
218
– – ﹤0.01% 996
2022
Q4 		$5.37K Hold
218
– – ﹤0.01% 801
2022
Q3 		$5K Buy
218
+132
+153% +$3.32K ﹤0.01% 838
2022
Q2 		$2K Hold
86
– – ﹤0.01% 896
2022
Q1 		$2K Hold
86
– – ﹤0.01% 873
2021
Q4 		$3K Hold
86
– – ﹤0.01% 857
2021
Q3 		$3K Hold
86
– – ﹤0.01% 781
2021
Q2 		$3K Hold
86
– – ﹤0.01% 836
2021
Q1 		$3K Buy
+86
New +$2.52K ﹤0.01% 800

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MG
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Bank of America
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SFSG
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Morgan Stanley
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Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return