FMP
FALN icon

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 – 958
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 $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return