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 |
|