Liberty Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $973K | Buy |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q3 | $2.09M | Sell |
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|
2022
Q2 | $2.93M | Sell |
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|
2022
Q1 | $3.75M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.82M | Buy |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.2M | Buy |
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