BRIA
Balanced Rock Investment Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
11,153
+677
| +6% | +$18.4K | 0.24% | 82 |
|
|
2025
Q1 | $281K | Buy |
10,476
+160
| +2% | +$4.29K | 0.22% | 74 |
|
|
2024
Q4 | $276K | Buy |
10,316
+971
| +10% | +$25.9K | 0.22% | 74 |
|
|
2024
Q3 | $255K | Buy |
9,345
+784
| +9% | +$21.4K | 0.2% | 81 |
|
|
2024
Q2 | $224K | Buy |
8,561
+367
| +4% | +$9.61K | 0.19% | 80 |
|
|
2024
Q1 | $220K | Buy |
+8,194
| New | +$220K | 0.19% | 83 |
|