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Moss Adams Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Moss Adams Wealth Advisors’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
Q2 		– Sell
-15
Closed -$380 – 152
2023
Q1 		$380 Buy
+15
New +$376 ﹤0.01% 176

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Moss Adams Wealth Advisors's FALN Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2023, closing a stake of 15 shares — an estimated $380 sold.

Moss Adams Wealth Advisors first reported a position in FALN in Q1 2023 and held it in 1 quarter. The position peaked at $380 in Q1 2023. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 15 iShares Fallen Angels USD Bond ETF shares in Q2 2023, an estimated $380.
  • Moss Adams Wealth Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares Fallen Angels USD Bond ETF position peaked at $380 in Q1 2023.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.