Arete Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
2025
Q1
$266K Sell
2024
Q4
$301K Buy
2024
Q3
$234K Sell
2024
Q2
$270K Buy
2024
Q1
$277K Buy
2023
Q4
$272K Buy
2023
Q3
$219K Sell
2023
Q2
$344K Sell
2023
Q1
$364K Sell
2022
Q4
$361M Sell
2022
Q3
$514K Buy