YWM
Yoder Wealth Management’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
Q2 | $748K | Hold |
27,546
| – | – | 0.39% | 54 |
|
|
2025
Q1 | $738K | Sell |
27,546
-400
| -1% | -$10.7K | 0.42% | 53 |
|
|
2024
Q4 | $746K | Buy |
27,946
+5,872
| +27% | +$157K | 0.41% | 51 |
|
|
2024
Q3 | $604K | Buy |
22,074
+940
| +4% | +$25.7K | 0.36% | 54 |
|
|
2024
Q2 | $553K | Sell |
21,134
-5,700
| -21% | -$149K | 0.36% | 54 |
|
|
2024
Q1 | $721K | Sell |
26,834
-12
| -0% | -$322 | 0.47% | 45 |
|
|
2023
Q4 | $709K | Sell |
26,846
-5,750
| -18% | -$152K | 0.5% | 42 |
|
|
2023
Q3 | $808K | Buy |
32,596
+3,550
| +12% | +$88K | 0.67% | 38 |
|
|
2023
Q2 | $737K | Buy |
29,046
+3,920
| +16% | +$99.5K | 0.58% | 38 |
|
|
2023
Q1 | $635K | Buy |
+25,126
| New | +$635K | 0.53% | 41 |
|