Outlook Wealth 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
Q3
$1.76M Buy
2024
Q4
Sell
2024
Q3
$203K Buy
2024
Q1
Sell
2023
Q4
$361K Buy
2023
Q3
$283K Sell
2023
Q2
$291K Buy
2022
Q4
Sell
2022
Q3
$2.53M Sell
2022
Q2
$2.64M Sell
2022
Q1
$7.13M Sell
2021
Q4
$9.17M Buy
2021
Q3
$1.08M Buy
2021
Q2
$1.05M Buy
2021
Q1
$1.02M Buy
2020
Q4
$661K Buy
2020
Q3
$592K Sell
2020
Q2
$576K Sell
2020
Q1
$533K Buy