Clearview Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Clearview Wealth Advisors’s Portfolio FALN Stock Details FALN Fund Activity

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

Other funds holding FALN

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Clearview Wealth Advisors's FALN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q3 2023, closing a stake of 14,295 shares — an estimated $363K sold.

Clearview Wealth Advisors first reported a position in FALN in Q1 2021 and held it in 10 quarters. The position peaked at $4.85M in Q3 2021. 224 funds tracked by Wall St. Rank hold FALN as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Fallen Angels USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 14,295 iShares Fallen Angels USD Bond ETF shares in Q3 2023, an estimated $363K.
Clearview Wealth Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's iShares Fallen Angels USD Bond ETF position peaked at $4.85M in Q3 2021.
224 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.