BMS Financial 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
2023
Q2
Sell
2023
Q1
$277K Sell
2022
Q4
$2.78M Buy
2022
Q3
$942K Sell
2022
Q2
$2.83M Buy
2022
Q1
$1.78M Sell
2021
Q4
$2.84M Buy