BlackDiamond Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-15,277
Closed -$383K 110
2022
Q2
$383K Sell
15,277
-2,172
-12% -$54.5K 0.48% 63
2022
Q1
$484K Sell
17,449
-2,999
-15% -$83.2K 0.58% 52
2021
Q4
$613K Buy
+20,448
New +$613K 0.7% 38