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

Crown Wealth 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
2022
Q1 		– Sell
-72,069
Closed -$2.16M – 106
2021
Q4 		$2.16M Buy
+72,069
New +$2.16M 2% 12

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Crown Wealth Group's FALN Position: Q1 2022 in Review

Crown Wealth Group sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2022, closing a stake of 72,069 shares — an estimated $2.16M sold.

Crown Wealth Group first reported a position in FALN in Q4 2021 and held it in 1 quarter. The position peaked at $2.16M in Q4 2021. 337 funds tracked by Wall St. Rank hold FALN as of Q1 2022.

  • Crown Wealth Group reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Crown Wealth Group sold 72,069 iShares Fallen Angels USD Bond ETF shares in Q1 2022, an estimated $2.16M.
  • Crown Wealth Group first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Crown Wealth Group's iShares Fallen Angels USD Bond ETF position peaked at $2.16M in Q4 2021.
  • 337 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2022.

Based on Crown Wealth Group's 13F filing for Q1 2022, filed 13 Jul 2022.