UFA
US Financial Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.18M | Buy |
81,428
+1,704
| +2% | +$45.7K | 0.64% | 31 |
|
|
2024
Q4 | $2.13M | Buy |
79,724
+150
| +0.2% | +$4.01K | 0.65% | 30 |
|
|
2024
Q3 | $2.18M | Sell |
79,574
-1,266
| -2% | -$34.6K | 0.68% | 29 |
|
|
2024
Q2 | $2.12M | Buy |
80,840
+5,981
| +8% | +$157K | 0.71% | 30 |
|
|
2024
Q1 | $2.01M | Sell |
74,859
-419
| -0.6% | -$11.3K | 0.7% | 30 |
|
|
2023
Q4 | $1.99M | Buy |
75,278
+984
| +1% | +$26K | 0.74% | 30 |
|
|
2023
Q3 | $1.84M | Buy |
74,294
+655
| +0.9% | +$16.2K | 0.77% | 30 |
|
|
2023
Q2 | $1.87M | Sell |
73,639
-146
| -0.2% | -$3.7K | 0.79% | 28 |
|
|
2023
Q1 | $1.86M | Buy |
73,785
+3,298
| +5% | +$83.3K | 0.83% | 28 |
|
|
2022
Q4 | $1.73M | Buy |
+70,487
| New | +$1.73M | 0.87% | 27 |
|