PRI
Prepared Retirement Institute’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Buy |
246,709
+8,771
| +4% | +$238K | 3.95% | 8 |
|
|
2025
Q1 | $6.37M | Sell |
237,938
-42,183
| -15% | -$1.13M | 4.07% | 7 |
|
|
2024
Q4 | $7.48M | Buy |
280,121
+19,832
| +8% | +$530K | 4.27% | 7 |
|
|
2024
Q3 | $7.12M | Sell |
260,289
-425
| -0.2% | -$11.6K | 4.31% | 7 |
|
|
2024
Q2 | $6.83M | Buy |
260,714
+4,553
| +2% | +$119K | 4.53% | 7 |
|
|
2024
Q1 | $6.88M | Buy |
256,161
+21,669
| +9% | +$582K | 5.14% | 7 |
|
|
2023
Q4 | $6.19M | Buy |
+234,492
| New | +$6.19M | 4.64% | 7 |
|