Summit Wealth & Retirement Planning’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-32,168	Closed	-$813K	–	72
2023 Q1	$813K	Sell	32,168 -15,723	-33%	-$397K	0.3%	37
2022 Q4	$1.18M	Buy	+47,891	New	+$1.18M	0.48%	30