Golden State Equity Partners’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 | $393K | Buy |
14,469
+150
| +1% | +$4.07K | 0.07% | 286 |
|
|
2025
Q1 | $384K | Buy |
14,319
+1,050
| +8% | +$28.1K | 0.08% | 291 |
|
|
2024
Q4 | $354K | Buy |
+13,269
| New | +$354K | 0.07% | 298 |
|
|
2024
Q3 | – | Sell |
-13,544
| Closed | -$355K | – | 843 |
|
|
2024
Q2 | $355K | Buy |
+13,544
| New | +$355K | 0.07% | 290 |
|
|
2023
Q4 | $390K | Sell |
14,790
-1,502
| -9% | -$39.7K | 0.09% | 228 |
|
|
2023
Q3 | $404K | Sell |
16,292
-400
| -2% | -$9.92K | 0.11% | 194 |
|
|
2023
Q2 | $423K | Buy |
+16,692
| New | +$423K | 0.12% | 204 |
|