DWM
Diversify Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
124,852
+3,603
| +3% | +$97.6K | 0.21% | 135 |
|
|
2025
Q1 | $3.21M | Sell |
121,249
-49,706
| -29% | -$1.31M | 0.24% | 122 |
|
|
2024
Q4 | $4.56M | Buy |
170,955
+3,766
| +2% | +$101K | 0.36% | 70 |
|
|
2024
Q3 | $4.51M | Buy |
167,189
+10,976
| +7% | +$296K | 0.43% | 55 |
|
|
2024
Q2 | $4.13M | Buy |
+156,213
| New | +$4.13M | 0.51% | 45 |
|