Avior Wealth Management’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
Q4
$228K Buy
2023
Q3
Hold
2023
Q2
Hold
2022
Q4
Sell
2022
Q3
$12K Buy
2022
Q2
$8K Buy
2022
Q1
$9K Buy
2021
Q4
$10K Buy
2021
Q3
$10K Buy
2021
Q2
$10K Buy
2021
Q1
$10K Buy
2020
Q4
$10K Sell
2020
Q3
$10K Sell
2020
Q2
$15K Buy