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Sunesis Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Sunesis Advisors’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
Q1 		– Sell
-17,929
Closed -$473K – 61
2023
Q4 		$473K Hold
17,929
– – 0.29% 41
2023
Q3 		$445K Buy
+17,929
New +$452K 0.32% 42
2023
Q1 		$453K Buy
+17,929
New +$450K 0.33% 40

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Nomura Asset Management
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Morgan Stanley
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LPL Financial
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return