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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.8K Hold
1,135
﹤0.01% 394
2025
Q1
$30.4K Hold
1,135
﹤0.01% 343
2024
Q4
$30.3K Hold
1,135
﹤0.01% 350
2024
Q3
$31K Buy
1,135
+94
+9% +$2.57K ﹤0.01% 307
2024
Q2
$27.3K Hold
1,041
﹤0.01% 272
2024
Q1
$28K Buy
1,041
+97
+10% +$2.61K ﹤0.01% 265
2023
Q4
$24.9K Sell
944
-223
-19% -$5.89K ﹤0.01% 239
2023
Q3
$28.9K Buy
1,167
+129
+12% +$3.2K ﹤0.01% 208
2023
Q2
$26.3K Buy
1,038
+223
+27% +$5.66K ﹤0.01% 207
2023
Q1
$20.6K Hold
815
﹤0.01% 197
2022
Q4
$20.1K Buy
815
+216
+36% +$5.32K ﹤0.01% 199
2022
Q3
$14K Hold
599
﹤0.01% 202
2022
Q2
$15K Buy
+599
New +$15K ﹤0.01% 192