OneDigital Investment Advisors’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
Q2 | $14.9M | Sell |
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2025
Q1 | $24.1M | Buy |
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|
2024
Q4 | $20.7M | Buy |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $9.05M | Buy |
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|
2023
Q4 | $7.3M | Buy |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $3.77M | Buy |
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|
2022
Q4 | $3.09M | Buy |
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|
2022
Q3 | $2.9M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $519K | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.59M | Sell |
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|
2019
Q4 | $2.23M | Buy |
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