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Hutchens & Kramer Investment Management Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Hutchens & Kramer Investment Management 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
Q1 		– Sell
-11,385
Closed -$301K – 151
2023
Q4 		$301K Buy
+11,385
New +$288K 0.21% 82
2023
Q3 		– Sell
-21,481
Closed -$545K – 117
2023
Q2 		$545K Buy
+21,481
New +$537K 0.44% 50

Other funds holding FALN

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's FALN Position: Q1 2024 in Review

Hutchens & Kramer Investment Management Group sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2024, closing a stake of 11,385 shares — an estimated $301K sold.

Hutchens & Kramer Investment Management Group first reported a position in FALN in Q2 2023 and held it in 2 quarters. The position peaked at $545K in Q2 2023. 262 funds tracked by Wall St. Rank hold FALN as of Q1 2024.

  • Hutchens & Kramer Investment Management Group reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 11,385 iShares Fallen Angels USD Bond ETF shares in Q1 2024, an estimated $301K.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2023 and held it in 2 quarters.
  • Hutchens & Kramer Investment Management Group's iShares Fallen Angels USD Bond ETF position peaked at $545K in Q2 2023.
  • 262 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2024, filed 29 Apr 2024.