Avantax Advisory Services’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 | $485K | Buy |
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2025
Q1 | $475K | Buy |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $964K | Sell |
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|
2023
Q1 | $989K | Buy |
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|
2022
Q4 | $841K | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $2.22M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $365K | Buy |
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