EverSource Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12K | Buy |
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|
2025
Q1 | $5.94K | Sell |
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|
2024
Q4 | $17.6K | Buy |
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|
2024
Q3 | $6.12K | Sell |
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|
2024
Q2 | $6.03K | Buy |
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|
2024
Q1 | $5.53K | Sell |
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|
2023
Q4 | $6.77K | Buy |
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|
2023
Q3 | $6.2K | Sell |
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|
2023
Q2 | $47.2K | Sell |
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|
2023
Q1 | $55.1K | Sell |
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|
2022
Q4 | $67K | Sell |
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|
2022
Q3 | $146K | Sell |
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|
2022
Q2 | $189K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $150K | Buy |
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