TriaGen Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
36,481
+1,753
| +5% | +$47.6K | 0.3% | 74 |
|
|
2025
Q1 | $930K | Buy |
34,728
+4,218
| +14% | +$113K | 0.33% | 70 |
|
|
2024
Q4 | $815K | Buy |
30,510
+285
| +0.9% | +$7.61K | 0.27% | 77 |
|
|
2024
Q3 | $826K | Buy |
30,225
+889
| +3% | +$24.3K | 0.28% | 77 |
|
|
2024
Q2 | $768K | Buy |
29,336
+4,557
| +18% | +$119K | 0.3% | 77 |
|
|
2024
Q1 | $666K | Buy |
+24,779
| New | +$666K | 0.28% | 81 |
|