GFG
FALN icon

Goldstone Financial Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Goldstone Financial Group’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
Q4 		– Sell
-9,457
Closed -$259K – 206
2024
Q3 		$259K Sell
9,457
-785
-8% -$21.1K 0.05% 163
2024
Q2 		$268K Buy
+10,242
New +$270K 0.05% 150
2023
Q2 		– Sell
-27,112
Closed -$685K – 166
2023
Q1 		$685K Buy
+27,112
New +$680K 0.23% 75

Other funds holding FALN

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
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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
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return