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Financial Gravity Companies’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$27K Buy
+1,059
New +$27K 0.02% 442
2018
Q1 		$59K Buy
+2,225
New +$60.1K 0.06% 267

Other funds holding FALN

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Financial Gravity Companies's FALN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q4 2018: 1,059 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FALN as recently as Q1 2018.

Financial Gravity Companies first reported a position in FALN in Q1 2018 and has held it in 2 quarters since. The position peaked at $59K in Q1 2018. 29 funds tracked by Wall St. Rank hold FALN as of Q4 2018.

  • Financial Gravity Companies held 1,059 shares of iShares Fallen Angels USD Bond ETF worth $27K as of Q4 2018.
  • iShares Fallen Angels USD Bond ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares Fallen Angels USD Bond ETF made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #442 holding.
  • Financial Gravity Companies first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's iShares Fallen Angels USD Bond ETF position peaked at $59K in Q1 2018.
  • 29 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.