Peterson Financial Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Peterson Financial Group’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	$1.96K	Buy	+72	New	+$1.93K	0.01%	368

Other funds holding FALN

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Peterson Financial Group's FALN Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q3 2024: 72 shares worth $1.96K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings.

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

Peterson Financial Group held 72 shares of iShares Fallen Angels USD Bond ETF worth $1.96K as of Q3 2024.
iShares Fallen Angels USD Bond ETF was a new Peterson Financial Group position in Q3 2024.
iShares Fallen Angels USD Bond ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #368 holding.
274 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.