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Karn Couzens & Associates’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Karn Couzens & Associates’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
2022
Q1 		$289K Buy
10,422
+2,928
+39% +$83K 0.18% 72
2021
Q4 		$225K Buy
+7,494
New +$224K 0.15% 75

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Karn Couzens & Associates's FALN Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 39% in Q1 2022, buying an estimated $83K and bringing the position to 10,422 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #72.

Karn Couzens & Associates first reported a position in FALN in Q4 2021 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold FALN as of Q1 2022.

  • Karn Couzens & Associates held 10,422 shares of iShares Fallen Angels USD Bond ETF worth $289K as of Q1 2022.
  • Karn Couzens & Associates bought 2,928 iShares Fallen Angels USD Bond ETF shares in Q1 2022, an estimated $83K.
  • iShares Fallen Angels USD Bond ETF made up 0.18% of Karn Couzens & Associates's portfolio in Q1 2022, its #72 holding.
  • Karn Couzens & Associates first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.