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

Teamwork Financial 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
2022
Q3 		– Sell
-33,316
Closed -$820K – 210
2022
Q2 		$820K Sell
33,316
-3,824
-10% -$99.5K 0.18% 94
2022
Q1 		$1.03M Sell
37,140
-10,726
-22% -$304K 0.19% 96
2021
Q4 		$1.44M Buy
47,866
+2,807
+6% +$84K 0.26% 79
2021
Q3 		$1.36M Buy
45,059
+8,762
+24% +$264K 0.27% 75
2021
Q2 		$1.09M Buy
36,297
+18,056
+99% +$533K 0.22% 89
2021
Q1 		$533K Buy
+18,241
New +$535K 0.13% 135

Other funds holding FALN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return