Kelly Financial Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $749K | Sell |
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2024
Q2 | $827K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $46.5K | Buy |
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|
2023
Q3 | $14.1K | Sell |
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|
2023
Q2 | $94.6K | Sell |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $4.79M | Sell |
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|
2022
Q2 | $8.77M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $15.4M | Buy |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $267K | Buy |
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