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Acorn Financial Advisory Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Acorn Financial Advisory Services’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
Q1 		– Sell
-6,752
Closed -$202K – 223
2021
Q4 		$202K Buy
+6,752
New +$202K 0.04% 213

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Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Acorn Financial Advisory Services's FALN Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2022, closing a stake of 6,752 shares — an estimated $202K sold.

Acorn Financial Advisory Services first reported a position in FALN in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 336 funds tracked by Wall St. Rank hold FALN as of Q1 2022.

  • Acorn Financial Advisory Services reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 6,752 iShares Fallen Angels USD Bond ETF shares in Q1 2022, an estimated $202K.
  • Acorn Financial Advisory Services first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Acorn Financial Advisory Services's iShares Fallen Angels USD Bond ETF position peaked at $202K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.