FOCUS Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
73,753
+646
| +0.9% | +$17.5K | 1.04% | 30 |
|
|
2025
Q1 | $1.96M | Buy |
73,107
+5,409
| +8% | +$145K | 1.08% | 30 |
|
|
2024
Q4 | $1.81M | Buy |
67,698
+534
| +0.8% | +$14.3K | 0.96% | 30 |
|
|
2024
Q3 | $1.84M | Sell |
67,164
-1,117
| -2% | -$30.5K | 0.92% | 31 |
|
|
2024
Q2 | $1.79M | Buy |
68,281
+1,030
| +2% | +$27K | 0.92% | 32 |
|
|
2024
Q1 | $1.81M | Buy |
+67,251
| New | +$1.81M | 0.97% | 31 |
|