Lineweaver Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $481K | Sell |
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|
2025
Q2 | $516K | Sell |
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2025
Q1 | $510K | Sell |
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|
2024
Q4 | $597K | Buy |
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|
2024
Q3 | $611K | Sell |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $603K | Sell |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $4.28M | Sell |
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|
2022
Q2 | $9.46M | Sell |
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|
2022
Q1 | $10.8M | Sell |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $4.94M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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