Lake Point Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Lake Point Wealth 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	$1K	Buy	+44	New	+$1.15K	﹤0.01%	374

Other funds holding FALN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lake Point Wealth Management's FALN Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2022: 44 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

312 funds tracked by Wall St. Rank hold FALN as of Q2 2022.

Lake Point Wealth Management held 44 shares of iShares Fallen Angels USD Bond ETF worth $1K as of Q2 2022.
iShares Fallen Angels USD Bond ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #374 holding.
312 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.