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Elevation Capital Advisory’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Elevation Capital Advisory’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
2024
Q4 		– Sell
-122,805
Closed -$3.36M – 58
2024
Q3 		$3.36M Buy
+122,805
New +$3.3M 1.48% 25

Other funds holding FALN

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Elevation Capital Advisory's FALN Position: Q4 2024 in Review

Elevation Capital Advisory sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2024, closing a stake of 122,805 shares — an estimated $3.36M sold.

Elevation Capital Advisory first reported a position in FALN in Q3 2024 and held it in 1 quarter. The position peaked at $3.36M in Q3 2024. 271 funds tracked by Wall St. Rank hold FALN as of Q4 2024.

  • Elevation Capital Advisory reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Capital Advisory sold 122,805 iShares Fallen Angels USD Bond ETF shares in Q4 2024, an estimated $3.36M.
  • Elevation Capital Advisory first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Capital Advisory's iShares Fallen Angels USD Bond ETF position peaked at $3.36M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2024.

Based on Elevation Capital Advisory's 13F filing for Q4 2024, filed 7 Feb 2025.