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Smart Money Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Smart Money Group’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
2020
Q2 		– Sell
-16,746
Closed -$376K – 86
2020
Q1 		$376K Buy
16,746
+1,441
+9% +$37.3K 0.26% 60
2019
Q4 		$415K Buy
15,305
+881
+6% +$23.5K 0.24% 59
2019
Q3 		$386K Buy
14,424
+1,120
+8% +$29.9K 0.31% 52
2019
Q2 		$354K Buy
+13,304
New +$351K 0.29% 53

Other funds holding FALN

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Smart Money Group's FALN Position: Q2 2020 in Review

Smart Money Group sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2020, closing a stake of 16,746 shares — an estimated $376K sold.

Smart Money Group first reported a position in FALN in Q2 2019 and held it in 4 quarters. The position peaked at $415K in Q4 2019. 60 funds tracked by Wall St. Rank hold FALN as of Q2 2020.

  • Smart Money Group reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Smart Money Group sold 16,746 iShares Fallen Angels USD Bond ETF shares in Q2 2020, an estimated $376K.
  • Smart Money Group first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2019 and held it in 4 quarters.
  • Smart Money Group's iShares Fallen Angels USD Bond ETF position peaked at $415K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.