B. Riley 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
$335K Buy
2024
Q4
$322K Sell
2024
Q3
$640K Sell
2024
Q2
$621K Sell
2024
Q1
$677K Buy
2023
Q4
$600K Sell
2023
Q3
$677K Sell
2023
Q2
$1.32M Buy
2023
Q1
$1.26M Buy
2022
Q4
$1.2M Sell
2022
Q3
$2.12M Sell
2022
Q2
$2.7M Sell
2022
Q1
$3.61M Sell
2021
Q4
$5.56M Buy
2021
Q3
$3.15M Buy
2021
Q2
$2.33M Buy
2021
Q1
$1.97M Buy