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Clifford Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Clifford Group’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
Q1 		– Sell
-22,129
Closed -$545K – 69
2022
Q4 		$545K Buy
+22,129
New +$540K 0.68% 31

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Clifford Group's FALN Position: Q1 2023 in Review

Clifford Group sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2023, closing a stake of 22,129 shares — an estimated $545K sold.

Clifford Group first reported a position in FALN in Q4 2022 and held it in 1 quarter. The position peaked at $545K in Q4 2022. 293 funds tracked by Wall St. Rank hold FALN as of Q1 2023.

  • Clifford Group reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clifford Group sold 22,129 iShares Fallen Angels USD Bond ETF shares in Q1 2023, an estimated $545K.
  • Clifford Group first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • Clifford Group's iShares Fallen Angels USD Bond ETF position peaked at $545K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2023.

Based on Clifford Group's 13F filing for Q1 2023, filed 15 May 2023.