RCM
FALN icon

Raleigh Capital Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Raleigh Capital Management’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
2023
Q3 		– Sell
-400
Closed -$10.2K – 981
2023
Q2 		$10.2K Sell
400
-79
-16% -$1.98K 0.01% 481
2023
Q1 		$12.1K Sell
479
-172
-26% -$4.32K 0.01% 463
2022
Q4 		$16K Sell
651
-1,705
-72% -$41.6K 0.01% 349
2022
Q3 		$56K Sell
2,356
-2,119
-47% -$53.3K 0.03% 230
2022
Q2 		$110K Sell
4,475
-1,257
-22% -$32.7K 0.06% 217
2022
Q1 		$159K Sell
5,732
-3,069
-35% -$87K 0.09% 199
2021
Q4 		$264K Buy
+8,801
New +$263K 0.27% 83

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LPL Financial
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Nomura Asset Management
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AF
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AIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return