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

Other funds holding FALN

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Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

IMA Advisory Services's FALN Position: Q3 2018 in Review

IMA Advisory Services sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q3 2018, closing a stake of 970 shares — an estimated $26K sold.

IMA Advisory Services first reported a position in FALN in Q2 2018 and held it in 1 quarter. The position peaked at $26K in Q2 2018. 23 funds tracked by Wall St. Rank hold FALN as of Q3 2018.

IMA Advisory Services reported no remaining iShares Fallen Angels USD Bond ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 970 iShares Fallen Angels USD Bond ETF shares in Q3 2018, an estimated $26K.
IMA Advisory Services first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's iShares Fallen Angels USD Bond ETF position peaked at $26K in Q2 2018.
23 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.