IWP
Insight Wealth Partners’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 | $3.64M | Buy |
134,016
+5,555
| +4% | +$151K | 1.41% | 13 |
|
|
2025
Q1 | $3.44M | Buy |
128,461
+5,248
| +4% | +$141K | 0.57% | 13 |
|
|
2024
Q4 | $3.29M | Buy |
123,213
+15,680
| +15% | +$419K | 0.45% | 13 |
|
|
2024
Q3 | $2.94M | Buy |
107,533
+5,583
| +5% | +$153K | 0.58% | 16 |
|
|
2024
Q2 | $2.67M | Buy |
101,950
+482
| +0.5% | +$12.6K | 0.46% | 13 |
|
|
2024
Q1 | $2.73M | Buy |
101,468
+9,657
| +11% | +$259K | 0.47% | 16 |
|
|
2023
Q4 | $2.42M | Sell |
91,811
-2,178
| -2% | -$57.5K | 0.42% | 14 |
|
|
2023
Q3 | $2.33M | Sell |
93,989
-164
| -0.2% | -$4.07K | 0.45% | 13 |
|
|
2023
Q2 | $2.39M | Sell |
94,153
-21,860
| -19% | -$555K | 0.55% | 13 |
|
|
2023
Q1 | $2.93M | Buy |
116,013
+703
| +0.6% | +$17.8K | 0.66% | 11 |
|
|
2022
Q4 | $2.84M | Sell |
115,310
-4,922
| -4% | -$121K | 2.12% | 12 |
|
|
2022
Q3 | $2.87M | Sell |
120,232
-30,663
| -20% | -$733K | 2.71% | 12 |
|
|
2022
Q2 | $3.72M | Sell |
150,895
-1,699
| -1% | -$41.8K | 2.79% | 10 |
|
|
2022
Q1 | $4.24M | Sell |
152,594
-6,977
| -4% | -$194K | 2.35% | 9 |
|
|
2021
Q4 | $4.78M | Buy |
159,571
+13,222
| +9% | +$396K | 0.89% | 13 |
|
|
2021
Q3 | $4.41M | Buy |
146,349
+555
| +0.4% | +$16.7K | 2.36% | 12 |
|
|
2021
Q2 | $4.37M | Buy |
145,794
+735
| +0.5% | +$22K | 2.33% | 12 |
|
|
2021
Q1 | $4.24M | Buy |
145,059
+59,356
| +69% | +$1.74M | 2.09% | 12 |
|
|
2020
Q4 | $2.52M | Sell |
85,703
-28,648
| -25% | -$843K | 1.54% | 13 |
|
|
2020
Q3 | $3.12M | Buy |
114,351
+12,930
| +13% | +$353K | 2.98% | 12 |
|
|
2020
Q2 | $2.66M | Buy |
101,421
+5,555
| +6% | +$146K | 2.73% | 10 |
|
|
2020
Q1 | $2.15M | Buy |
95,866
+45,268
| +89% | +$1.02M | 2.8% | 11 |
|
|
2019
Q4 | $1.37M | Buy |
+50,598
| New | +$1.37M | 1.36% | 13 |
|