SWM
SigFig Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,485
| Closed | -$222K | – | 121 |
|
|
2024
Q2 | $222K | Buy |
8,485
+977
| +13% | +$25.6K | 0.01% | 120 |
|
|
2024
Q1 | $202K | Buy |
+7,508
| New | +$202K | 0.01% | 127 |
|
|
2023
Q3 | – | Sell |
-23,383
| Closed | -$589K | – | 109 |
|
|
2023
Q2 | $589K | Buy |
23,383
+184
| +0.8% | +$4.64K | 0.02% | 96 |
|
|
2023
Q1 | $586K | Sell |
23,199
-961
| -4% | -$24.3K | 0.03% | 87 |
|
|
2022
Q4 | $3.8M | Sell |
24,160
-29,200
| -55% | -$4.59M | 0.19% | 49 |
|
|
2022
Q3 | $3.8M | Sell |
53,360
-30,810
| -37% | -$2.19M | 0.2% | 47 |
|
|
2022
Q2 | $3.9M | Sell |
84,170
-9,876
| -11% | -$457K | 0.2% | 43 |
|
|
2022
Q1 | $3.82M | Sell |
94,046
-36,336
| -28% | -$1.48M | 0.18% | 43 |
|
|
2021
Q4 | $3.83M | Buy |
130,382
+62,244
| +91% | +$1.83M | 0.18% | 43 |
|
|
2021
Q3 | $2.05M | Buy |
68,138
+8,293
| +14% | +$250K | 0.1% | 49 |
|
|
2021
Q2 | $1.79M | Buy |
59,845
+12,659
| +27% | +$379K | 0.09% | 51 |
|
|
2021
Q1 | $1.38M | Buy |
+47,186
| New | +$1.38M | 0.08% | 53 |
|