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Atlas Capital Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Atlas Capital Advisors’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
Q2 		– Sell
-16,788
Closed -$466K – 986
2022
Q1 		$466K Hold
16,788
– – 0.07% 220
2021
Q4 		$503K Buy
+16,788
New +$502K 0.07% 213

Other funds holding FALN

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atlas Capital Advisors's FALN Position: Q2 2022 in Review

Atlas Capital Advisors sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2022, closing a stake of 16,788 shares — an estimated $466K sold.

Atlas Capital Advisors first reported a position in FALN in Q4 2021 and held it in 2 quarters. The position peaked at $503K in Q4 2021. 312 funds tracked by Wall St. Rank hold FALN as of Q2 2022.

  • Atlas Capital Advisors reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 16,788 iShares Fallen Angels USD Bond ETF shares in Q2 2022, an estimated $466K.
  • Atlas Capital Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Atlas Capital Advisors's iShares Fallen Angels USD Bond ETF position peaked at $503K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2022.

Based on Atlas Capital Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.