BFWM
Bright Futures Wealth Management’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
Q1 | $674K | Buy |
26,112
+442
| +2% | +$11.4K | 0.74% | 48 |
|
2024
Q4 | $695K | Buy |
25,670
+2,379
| +10% | +$64.4K | 0.62% | 53 |
|
2024
Q3 | $628K | Sell |
23,291
-633
| -3% | -$17.1K | 0.3% | 96 |
|
2024
Q2 | $636K | Sell |
23,924
-240
| -1% | -$6.38K | 0.34% | 86 |
|
2024
Q1 | $635K | Buy |
+24,164
| New | +$635K | 0.34% | 82 |
|