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SWM
SigFig Wealth Management’s
iShares Fallen Angels USD Bond ETF
FALN
Stock Holding History
SigFig Wealth 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
2024
Q3
–
Sell
-8,485
Closed
-$222K
–
121
2024
Q2
$222K
Buy
8,485
+977
+13%
+$25.8K
0.01%
120
2024
Q1
$202K
Buy
+7,508
New
+$199K
0.01%
127
2023
Q3
–
Sell
-23,383
Closed
-$589K
–
109
2023
Q2
$589K
Buy
23,383
+184
+0.8%
+$4.6K
0.02%
96
2023
Q1
$586K
Sell
23,199
-961
-4%
-$24.1K
0.03%
87
2022
Q4
$3.8M
Sell
24,160
-29,200
-55%
-$712K
0.19%
49
2022
Q3
$3.8M
Sell
53,360
-30,810
-37%
-$775K
0.2%
47
2022
Q2
$3.9M
Sell
84,170
-9,876
-11%
-$257K
0.2%
43
2022
Q1
$3.82M
Sell
94,046
-36,336
-28%
-$1.03M
0.18%
43
2021
Q4
$3.83M
Buy
130,382
+62,244
+91%
+$1.86M
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%
+$373K
0.09%
51
2021
Q1
$1.38M
Buy
+47,186
New
+$1.38M
0.08%
53
Other funds holding FALN
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AIA
Angeles Investment Advisors
Santa Monica, California
$1.49B AUM
19.36%
1-Year Est. Return
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
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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