IMA Advisory Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

IMA Advisory Services’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
2018 Q3	–	Sell	-970	Closed	-$26K	–	384
2018 Q2	$26K	Buy	+970	New	+$25.7K	0.01%	196

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $931M AUM 29.36% 1-Year Est. Return

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return