Koshinski Asset Management
FALN icon

Koshinski Asset Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Koshinski Asset Management’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
Q2 		– Sell
-1,700
Closed -$47.2K – 1016
2022
Q1 		$47.2K Sell
1,700
-14,893
-90% -$422K ﹤0.01% 1139
2021
Q4 		$497K Sell
16,593
-125
-0.7% -$3.74K 0.04% 403
2021
Q3 		$503K Buy
+16,718
New +$504K 0.04% 396

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Carson Wealth (CWM LLC)
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Koshinski Asset Management's FALN Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2022, closing a stake of 1,700 shares — an estimated $47.2K sold.

Koshinski Asset Management first reported a position in FALN in Q3 2021 and held it in 3 quarters. The position peaked at $503K in Q3 2021. 312 funds tracked by Wall St. Rank hold FALN as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,700 iShares Fallen Angels USD Bond ETF shares in Q2 2022, an estimated $47.2K.
  • Koshinski Asset Management first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares Fallen Angels USD Bond ETF position peaked at $503K in Q3 2021.
  • 312 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.