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Professional Financial Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-1,152
Closed -$28K – 204
2022
Q3 		$28K Buy
1,152
+4
+0.3% +$101 0.02% 187
2022
Q2 		$28K Sell
1,148
-846
-42% -$22K 0.02% 194
2022
Q1 		$55K Buy
1,994
+1,511
+313% +$42.8K 0.02% 140
2021
Q4 		$14K Buy
+483
New +$14.4K 0.01% 282

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Professional Financial Advisors's FALN Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2022, closing a stake of 1,152 shares — an estimated $28K sold.

Professional Financial Advisors first reported a position in FALN in Q4 2021 and held it in 4 quarters. The position peaked at $55K in Q1 2022. 301 funds tracked by Wall St. Rank hold FALN as of Q4 2022.

  • Professional Financial Advisors reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,152 iShares Fallen Angels USD Bond ETF shares in Q4 2022, an estimated $28K.
  • Professional Financial Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's iShares Fallen Angels USD Bond ETF position peaked at $55K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.