KWA
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Kingswood Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Kingswood Wealth Advisors’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Sell
8,030
-327
-4% -$8.88K 0.02% 675
2025
Q1 		$224K Sell
8,357
-5,822
-41% -$156K 0.02% 643
2024
Q4 		$379K Buy
+14,179
New +$379K 0.03% 526