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Andrew C. Karlinski’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-1,552
Closed -$37K – 67
2022
Q3 		$37K Buy
1,552
+887
+133% +$22.3K 0.06% 96
2022
Q2 		$16K Hold
665
– – 0.02% 150
2022
Q1 		$18K Buy
+665
New +$18.8K 0.03% 140

Other funds holding FALN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Andrew C. Karlinski's FALN Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2022, closing a stake of 1,552 shares — an estimated $37K sold.

Andrew C. Karlinski first reported a position in FALN in Q1 2022 and held it in 3 quarters. The position peaked at $37K in Q3 2022. 301 funds tracked by Wall St. Rank hold FALN as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 1,552 iShares Fallen Angels USD Bond ETF shares in Q4 2022, an estimated $37K.
  • Andrew C. Karlinski first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2022 and held it in 3 quarters.
  • Andrew C. Karlinski's iShares Fallen Angels USD Bond ETF position peaked at $37K in Q3 2022.
  • 301 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.