Valley Financial Management’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
2023
Q2
$888K Sell
2023
Q1
$939K Sell
2022
Q4
$1.26M Sell
2022
Q3
$1.42M Buy