WealthPlan Investment Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

WealthPlan Investment Management’s Portfolio FALN Stock Details FALN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$437K	Buy	+16,603	New	+$470K	0.03%	267

Other funds holding FALN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

WealthPlan Investment Management's FALN Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q1 2022: 16,603 shares worth $437K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

336 funds tracked by Wall St. Rank hold FALN as of Q1 2022.

WealthPlan Investment Management held 16,603 shares of iShares Fallen Angels USD Bond ETF worth $437K as of Q1 2022.
iShares Fallen Angels USD Bond ETF was a new WealthPlan Investment Management position in Q1 2022.
iShares Fallen Angels USD Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #267 holding.
336 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.