Geneos Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $943K | Sell |
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|
2025
Q2 | $923K | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $788K | Sell |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $129K | Sell |
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|
2022
Q4 | $131K | Sell |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $120K | Sell |
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|
2022
Q1 | $138K | Buy |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $98K | Sell |
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|
2021
Q2 | $113K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $10K | Buy |
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