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

Retirement 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
2019
Q4 		$1K Buy
+48
New +$1.28K ﹤0.01% 587

Other funds holding FALN

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Retirement Group's FALN Position: Q4 2019 in Review

Retirement Group opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q4 2019: 48 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings.

53 funds tracked by Wall St. Rank hold FALN as of Q4 2019.

  • Retirement Group held 48 shares of iShares Fallen Angels USD Bond ETF worth $1K as of Q4 2019.
  • iShares Fallen Angels USD Bond ETF was a new Retirement Group position in Q4 2019.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q4 2019, its #587 holding.
  • 53 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.