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Evermay Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Evermay Wealth Management’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
-120
Closed -$4K – 544
2021
Q4 		$4K Buy
+120
New +$3.59K ﹤0.01% 458

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 $1.55T AUM 33.47% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Evermay Wealth Management's FALN Position: Q1 2022 in Review

Evermay Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2022, closing a stake of 120 shares — an estimated $4K sold.

Evermay Wealth Management first reported a position in FALN in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 336 funds tracked by Wall St. Rank hold FALN as of Q1 2022.

  • Evermay Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 120 iShares Fallen Angels USD Bond ETF shares in Q1 2022, an estimated $4K.
  • Evermay Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Evermay Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $4K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.