Tempus Wealth 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
Q3
Sell
-8,940
Closed -$227K 176
2023
Q2
$227K Sell
8,940
-725
-8% -$18.4K 0.1% 167
2023
Q1
$244K Sell
9,665
-771
-7% -$19.5K 0.12% 150
2022
Q4
$257K Sell
10,436
-673
-6% -$16.6K 0.16% 144
2022
Q3
$266K Buy
+11,109
New +$266K 0.18% 141