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FALN icon

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 $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SigFig Wealth Management's FALN Position: Q3 2024 in Review

SigFig Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q3 2024, closing a stake of 8,485 shares — an estimated $222K sold.

SigFig Wealth Management first reported a position in FALN in Q1 2021 and held it in 12 quarters. The position peaked at $3.9M in Q2 2022. 274 funds tracked by Wall St. Rank hold FALN as of Q3 2024.

  • SigFig Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • SigFig Wealth Management sold 8,485 iShares Fallen Angels USD Bond ETF shares in Q3 2024, an estimated $222K.
  • SigFig Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2021 and held it in 12 quarters.
  • SigFig Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $3.9M in Q2 2022.
  • 274 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2024.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.