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

Other funds holding FALN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Accel Wealth Management's FALN Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2023, closing a stake of 218 shares — an estimated $5.51K sold.

Accel Wealth Management first reported a position in FALN in Q1 2021 and held it in 9 quarters. The position peaked at $5.51K in Q1 2023. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2023.

Accel Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 218 iShares Fallen Angels USD Bond ETF shares in Q2 2023, an estimated $5.51K.
Accel Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $5.51K in Q1 2023.
291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.