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Mid-American Wealth Advisory Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Mid-American Wealth Advisory Group’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
2022
Q1 		– Sell
-7,477
Closed -$224K – 68
2021
Q4 		$224K Buy
+7,477
New +$224K 0.18% 66

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Mid-American Wealth Advisory Group's FALN Position: Q1 2022 in Review

Mid-American Wealth Advisory Group sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2022, closing a stake of 7,477 shares — an estimated $224K sold.

Mid-American Wealth Advisory Group first reported a position in FALN in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 336 funds tracked by Wall St. Rank hold FALN as of Q1 2022.

  • Mid-American Wealth Advisory Group reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 7,477 iShares Fallen Angels USD Bond ETF shares in Q1 2022, an estimated $224K.
  • Mid-American Wealth Advisory Group first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's iShares Fallen Angels USD Bond ETF position peaked at $224K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2022.

Based on Mid-American Wealth Advisory Group's 13F filing for Q1 2022, filed 31 May 2022.