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

Mascoma 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
2023
Q1 		– Sell
-88
Closed -$2.17K – 603
2022
Q4 		$2.17K Hold
88
– – ﹤0.01% 563
2022
Q3 		$2K Buy
+88
New +$2.21K ﹤0.01% 556

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Bank of America
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Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Mascoma Wealth Management's FALN Position: Q1 2023 in Review

Mascoma Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2023, closing a stake of 88 shares — an estimated $2.17K sold.

Mascoma Wealth Management first reported a position in FALN in Q3 2022 and held it in 2 quarters. The position peaked at $2.17K in Q4 2022. 293 funds tracked by Wall St. Rank hold FALN as of Q1 2023.

  • Mascoma Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 88 iShares Fallen Angels USD Bond ETF shares in Q1 2023, an estimated $2.17K.
  • Mascoma Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2022 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $2.17K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.