IA
Insight Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Sell |
44,303
-2,241
| -5% | -$60.8K | 0.19% | 78 |
|
2025
Q1 | $1.25M | Buy |
46,544
+1,993
| +4% | +$53.4K | 0.22% | 69 |
|
2024
Q4 | $1.19M | Buy |
44,551
+975
| +2% | +$26.1K | 0.2% | 73 |
|
2024
Q3 | $1.19M | Buy |
43,576
+6,524
| +18% | +$178K | 0.21% | 76 |
|
2024
Q2 | $970K | Buy |
37,052
+6,609
| +22% | +$173K | 0.18% | 87 |
|
2024
Q1 | $818K | Sell |
30,443
-561
| -2% | -$15.1K | 0.16% | 102 |
|
2023
Q4 | $819K | Sell |
31,004
-18
| -0.1% | -$475 | 0.17% | 97 |
|
2023
Q3 | $769K | Buy |
31,022
+271
| +0.9% | +$6.72K | 0.18% | 99 |
|
2023
Q2 | $780K | Buy |
30,751
+197
| +0.6% | +$5K | 0.17% | 97 |
|
2023
Q1 | $772K | Buy |
30,554
+2,437
| +9% | +$61.6K | 0.18% | 92 |
|
2022
Q4 | $693K | Sell |
28,117
-5
| -0% | -$123 | 0.24% | 109 |
|
2022
Q3 | $672K | Sell |
28,122
-2,402
| -8% | -$57.4K | 0.26% | 103 |
|
2022
Q2 | $789K | Sell |
30,524
-8,918
| -23% | -$231K | 0.27% | 98 |
|
2022
Q1 | $1.1M | Sell |
39,442
-5,147
| -12% | -$143K | 0.33% | 84 |
|
2021
Q4 | $1.34M | Buy |
44,589
+26
| +0.1% | +$779 | 0.39% | 65 |
|
2021
Q3 | $1.35M | Buy |
44,563
+2,510
| +6% | +$75.8K | 0.4% | 62 |
|
2021
Q2 | $1.26M | Buy |
42,053
+1,406
| +3% | +$42.2K | 0.4% | 63 |
|
2021
Q1 | $1.2M | Buy |
40,647
+2,559
| +7% | +$75.4K | 0.38% | 66 |
|
2020
Q4 | $1.12M | Buy |
+38,088
| New | +$1.12M | 0.42% | 60 |
|