Clearview Wealth 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 Q3	–	Sell	-14,295	Closed	-$363K	–	283
2023 Q2	$363K	Sell	14,295 -1,470	-9%	-$36.8K	0.37%	77
2023 Q1	$398K	Sell	15,765 -16,902	-52%	-$424K	0.4%	74
2022 Q4	$804K	Sell	32,667 -44,014	-57%	-$1.07M	0.62%	40
2022 Q3	$1.83M	Sell	76,681 -20,800	-21%	-$523K	1.45%	12
2022 Q2	$2.4M	Sell	97,481 -34,510	-26%	-$898K	1.8%	10
2022 Q1	$3.66M	Sell	131,991 -27,210	-17%	-$771K	2.41%	8
2021 Q4	$4.77M	Sell	159,201 -2,012	-1%	-$60.2K	2.91%	6
2021 Q3	$4.85M	Buy	161,213 +85,166	+112%	+$2.57M	3.07%	6
2021 Q2	$2.28M	Buy	76,047 +17,616	+30%	+$520K	1.41%	15
2021 Q1	$1.71M	Buy	+58,431	New	+$1.71M	1.11%	20