SIC
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Salem Investment Counselors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Salem Investment Counselors’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
2024
Q2 		– Sell
-40
Closed -$1.07K – 1179
2024
Q1 		$1.07K Hold
40
– – ﹤0.01% 1086
2023
Q4 		$1.06K Hold
40
– – ﹤0.01% 1028
2023
Q3 		$992 Sell
40
-24
-38% -$605 ﹤0.01% 1021
2023
Q2 		$1.62K Hold
64
– – ﹤0.01% 1022
2023
Q1 		$1.62K Buy
+64
New +$1.61K ﹤0.01% 1000

Other funds holding FALN

MG
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Bank of America
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return