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New Potomac Partners’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

New Potomac Partners’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
2024
Q3 		$182K Buy
+6,650
New +$179K 0.09% 85

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

New Potomac Partners's FALN Position: Q3 2024 in Review

New Potomac Partners opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q3 2024: 6,650 shares worth $182K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

274 funds tracked by Wall St. Rank hold FALN as of Q3 2024.

  • New Potomac Partners held 6,650 shares of iShares Fallen Angels USD Bond ETF worth $182K as of Q3 2024.
  • iShares Fallen Angels USD Bond ETF was a new New Potomac Partners position in Q3 2024.
  • iShares Fallen Angels USD Bond ETF made up 0.09% of New Potomac Partners's portfolio in Q3 2024, its #85 holding.
  • 274 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.