Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.99M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $3.8M | Buy |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.14M | Buy |
|