Pacific Capital Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-113
Closed -$3.01K 183
2024
Q4
$3.01K Buy
113
+2
+2% +$53 ﹤0.01% 332
2024
Q3
$3.02K Buy
111
+4
+4% +$109 ﹤0.01% 377
2024
Q2
$2.8K Buy
+107
New +$2.8K ﹤0.01% 423