Wealth Enhancement Advisory Services’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 | $950K | Sell |
35,094
-6,933
| -16% | -$188K | ﹤0.01% | 1772 |
|
|
2025
Q1 | $1.13M | Buy |
42,027
+552
| +1% | +$14.8K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $1.11M | Buy |
41,475
+5,980
| +17% | +$160K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $970K | Buy |
35,495
+1,106
| +3% | +$30.2K | ﹤0.01% | 1408 |
|
|
2024
Q2 | $901K | Buy |
34,389
+6,201
| +22% | +$162K | ﹤0.01% | 1328 |
|
|
2024
Q1 | $757K | Sell |
28,188
-903
| -3% | -$24.3K | ﹤0.01% | 1357 |
|
|
2023
Q4 | $768K | Sell |
29,091
-9,262
| -24% | -$245K | ﹤0.01% | 1268 |
|
|
2023
Q3 | $951K | Buy |
+38,353
| New | +$951K | ﹤0.01% | 1121 |
|