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Sequent Planning’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Sequent Planning’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$263K Sell
9,675
-1,435
-13% -$38.9K 0.08% 136
2025
Q1 		$298K Sell
11,110
-123
-1% -$3.3K 0.11% 115
2024
Q4 		$300K Buy
11,233
+536
+5% +$14.3K 0.11% 115
2024
Q3 		$292K Buy
+10,697
New +$292K 0.1% 117