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Financial Management Professionals’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Financial Management Professionals’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
Q3 		– Sell
-205
Closed -$5K – 957
2024
Q2 		$5K Hold
205
– – ﹤0.01% 584
2024
Q1 		$6K Hold
205
– – ﹤0.01% 616
2023
Q4 		$5K Buy
+205
New +$5.18K ﹤0.01% 650
2023
Q2 		– Sell
-50
Closed -$1K – 972
2023
Q1 		$1K Hold
50
– – ﹤0.01% 873
2022
Q4 		$1K Hold
50
– – ﹤0.01% 812
2022
Q3 		$1K Hold
50
– – ﹤0.01% 814
2022
Q2 		$1K Hold
50
– – ﹤0.01% 823
2022
Q1 		$1K Hold
50
– – ﹤0.01% 875
2021
Q4 		$1K Buy
+50
New +$1.5K ﹤0.01% 816

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Management Professionals's FALN Position: Q3 2024 in Review

Financial Management Professionals sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q3 2024, closing a stake of 205 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in FALN in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q1 2024. 274 funds tracked by Wall St. Rank hold FALN as of Q3 2024.

  • Financial Management Professionals reported no remaining iShares Fallen Angels USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Management Professionals sold 205 iShares Fallen Angels USD Bond ETF shares in Q3 2024, an estimated $5K.
  • Financial Management Professionals first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and held it in 9 quarters.
  • Financial Management Professionals's iShares Fallen Angels USD Bond ETF position peaked at $6K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.