Steward Partners Investment Advisory’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Buy |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $634 | Sell |
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|
2023
Q3 | $78.3K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $41K | Buy |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $33K | Buy |
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