Novare Capital Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.17M | Buy |
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2025
Q2 | $2M | Buy |
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2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $927K | Buy |
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|
2023
Q2 | $875K | Buy |
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|
2023
Q1 | $783K | Sell |
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|
2022
Q4 | $782K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $9.95M | Sell |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q3 | $8.38M | Buy |
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