Global Financial Private Capital’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Global Financial Private Capital’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
2020 Q2	$31K	Sell	1,198 -33,472	-97%	-$840K	﹤0.01%	284
2020 Q1	$778K	Sell	34,670 -2,746	-7%	-$71K	0.05%	201
2019 Q4	$1.01M	Sell	37,416 -1,929	-5%	-$51.5K	0.05%	206
2019 Q3	$1.05M	Sell	39,345 -4,479	-10%	-$120K	0.05%	199
2019 Q2	$1.17M	Buy	+43,824	New	+$1.15M	0.06%	205

Other funds holding FALN

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Nomura Asset Management

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return