Key Bridge Compliance’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Key Bridge Compliance’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
2023 Q3	$1.2M	Buy	+48,396	New	+$1.22M	0.38%	56

Other funds holding FALN

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Key Bridge Compliance's FALN Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q3 2023: 48,396 shares worth $1.2M. The stake represents 0.38% of the portfolio and ranks #56 among its holdings.

224 funds tracked by Wall St. Rank hold FALN as of Q3 2023.

Key Bridge Compliance held 48,396 shares of iShares Fallen Angels USD Bond ETF worth $1.2M as of Q3 2023.
iShares Fallen Angels USD Bond ETF was a new Key Bridge Compliance position in Q3 2023.
iShares Fallen Angels USD Bond ETF made up 0.38% of Key Bridge Compliance's portfolio in Q3 2023, its #56 holding.
224 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.