Symphony Financial’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
$777K Sell
2025
Q2
$759K Buy
2025
Q1
Sell
2024
Q4
$738K Buy
2024
Q3
$692K Buy
2024
Q2
$593K Buy
2024
Q1
$605K Buy
2023
Q4
$571K Buy
2023
Q3
Sell
2023
Q2
$566K Sell
2023
Q1
$565K Buy
2022
Q4
$563K Sell
2022
Q3
$620K Sell
2022
Q2
$635K Sell
2022
Q1
$713K Buy
2021
Q3
Sell
2021
Q2
$824K Buy