Legacy Financial Group (Iowa)
FALN icon

Legacy Financial Group (Iowa)’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-174
Closed -$4.32K – 182
2023
Q3 		$4.32K Sell
174
-22,355
-99% -$564K ﹤0.01% 402
2023
Q2 		$572K Buy
22,529
+10,991
+95% +$275K 0.15% 42
2023
Q1 		$292K Buy
+11,538
New +$290K 0.08% 45

Other funds holding FALN

MG
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Financial Group (Iowa)'s FALN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2023, closing a stake of 174 shares — an estimated $4.32K sold.

Legacy Financial Group (Iowa) first reported a position in FALN in Q1 2023 and held it in 3 quarters. The position peaked at $572K in Q2 2023. 257 funds tracked by Wall St. Rank hold FALN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 174 iShares Fallen Angels USD Bond ETF shares in Q4 2023, an estimated $4.32K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2023 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s iShares Fallen Angels USD Bond ETF position peaked at $572K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.