FSWA
FALN icon

Financial Synergies Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-2,861
Closed -$76.9K – 197
2024
Q1 		$76.9K Sell
2,861
-3,055
-52% -$81.2K 0.01% 108
2023
Q4 		$146K Sell
5,916
-252
-4% -$6.37K 0.02% 72
2023
Q3 		$153K Buy
6,168
+89
+1% +$2.24K 0.02% 73
2023
Q2 		$154K Buy
6,079
+60
+1% +$1.5K 0.02% 71
2023
Q1 		$152K Buy
6,019
+103
+2% +$2.58K 0.02% 71
2022
Q4 		$146K Sell
5,916
-76
-1% -$1.85K 0.02% 72
2022
Q3 		$143K Buy
5,992
+95
+2% +$2.39K 0.02% 73
2022
Q2 		$145K Buy
+5,897
New +$153K 0.02% 70

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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return