Householder Group Estate & Retirement Specialist’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Householder Group Estate & Retirement Specialist’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	-4,888	Closed	-$133K	–	746
2024 Q3	$133K	Buy	4,888 +1,028	+27%	+$27.6K	0.04%	315
2024 Q2	$101K	Sell	3,860 -14,483	-79%	-$382K	0.03%	349
2024 Q1	$493K	Buy	18,343 +18,331	+152,758%	+$487K	0.15%	136
2023 Q4	$0	Hold	12	–	–	﹤0.01%	1192
2023 Q3	$298	Buy	+12	New	+$303	﹤0.01%	1216

Other funds holding FALN

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FALN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2024, closing a stake of 4,888 shares — an estimated $133K sold.

Householder Group Estate & Retirement Specialist first reported a position in FALN in Q3 2023 and held it in 5 quarters. The position peaked at $493K in Q1 2024. 271 funds tracked by Wall St. Rank hold FALN as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,888 iShares Fallen Angels USD Bond ETF shares in Q4 2024, an estimated $133K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's iShares Fallen Angels USD Bond ETF position peaked at $493K in Q1 2024.
271 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.