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Maia Wealth’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Maia Wealth’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 		$245K Buy
+9,278
New +$235K 0.1% 161

Other funds holding FALN

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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

Maia Wealth's FALN Position: Q4 2023 in Review

Maia Wealth opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q4 2023: 9,278 shares worth $245K. The stake represents 0.1% of the portfolio and ranks #161 among its holdings.

257 funds tracked by Wall St. Rank hold FALN as of Q4 2023.

  • Maia Wealth held 9,278 shares of iShares Fallen Angels USD Bond ETF worth $245K as of Q4 2023.
  • iShares Fallen Angels USD Bond ETF was a new Maia Wealth position in Q4 2023.
  • iShares Fallen Angels USD Bond ETF made up 0.1% of Maia Wealth's portfolio in Q4 2023, its #161 holding.
  • 257 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.