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Sonora Investment Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Sonora Investment 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
2020
Q2 		– Sell
-430
Closed -$10K – 1800
2020
Q1 		$10K Buy
+430
New +$11.1K ﹤0.01% 1052

Other funds holding FALN

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PPW
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $7.25B AUM 20.71% 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

Sonora Investment Management's FALN Position: Q2 2020 in Review

Sonora Investment Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2020, closing a stake of 430 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in FALN in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 60 funds tracked by Wall St. Rank hold FALN as of Q2 2020.

  • Sonora Investment Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 430 iShares Fallen Angels USD Bond ETF shares in Q2 2020, an estimated $10K.
  • Sonora Investment Management first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2020 and held it in 1 quarter.
  • Sonora Investment Management's iShares Fallen Angels USD Bond ETF position peaked at $10K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.