Principal Financial Group
FALN icon

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

Principal 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
2021
Q4 		– Sell
-8,476
Closed -$255K – 2563
2021
Q3 		$255K Buy
8,476
+256
+3% +$7.71K ﹤0.01% 2354
2021
Q2 		$246K Buy
+8,220
New +$243K ﹤0.01% 2416

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LPL Financial
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Principal Financial Group's FALN Position: Q4 2021 in Review

Principal Financial Group sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2021, closing a stake of 8,476 shares — an estimated $255K sold.

Principal Financial Group first reported a position in FALN in Q2 2021 and held it in 2 quarters. The position peaked at $255K in Q3 2021. 335 funds tracked by Wall St. Rank hold FALN as of Q4 2021.

  • Principal Financial Group reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 8,476 iShares Fallen Angels USD Bond ETF shares in Q4 2021, an estimated $255K.
  • Principal Financial Group first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2021 and held it in 2 quarters.
  • Principal Financial Group's iShares Fallen Angels USD Bond ETF position peaked at $255K in Q3 2021.
  • 335 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.