Advisor Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Advisor Group’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
2019 Q4	$1.1M	Buy	40,399 +12,478	+45%	+$333K	0.01%	1131
2019 Q3	$748K	Buy	27,921 +9,510	+52%	+$254K	0.01%	1332
2019 Q2	$490K	Sell	18,411 -679	-4%	-$17.9K	﹤0.01%	1629
2019 Q1	$502K	Buy	19,090 +1,624	+9%	+$41.8K	﹤0.01%	1587
2018 Q4	$427K	Buy	17,466 +5,019	+40%	+$128K	﹤0.01%	1522
2018 Q3	$331K	Buy	12,447 +11,557	+1,299%	+$305K	﹤0.01%	1788
2018 Q2	$23K	Buy	+890	New	+$23.6K	﹤0.01%	3626

Other funds holding FALN

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return