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Axim Planning & Wealth’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Axim Planning & Wealth’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
Q3 		– Sell
-66
Closed -$2K – 164
2022
Q2 		$2K Buy
+66
New +$1.72K ﹤0.01% 120

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axim Planning & Wealth's FALN Position: Q3 2022 in Review

Axim Planning & Wealth sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q3 2022, closing a stake of 66 shares — an estimated $2K sold.

Axim Planning & Wealth first reported a position in FALN in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 307 funds tracked by Wall St. Rank hold FALN as of Q3 2022.

  • Axim Planning & Wealth reported no remaining iShares Fallen Angels USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 66 iShares Fallen Angels USD Bond ETF shares in Q3 2022, an estimated $2K.
  • Axim Planning & Wealth first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's iShares Fallen Angels USD Bond ETF position peaked at $2K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2022.

Based on Axim Planning & Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.