CALIBER WEALTH MANAGEMENT, LLC FALN Holdings History
CALIBER WEALTH MANAGEMENT, LLC's iShares Fallen Angels USD Bond ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 148,506.00 shares of iShares Fallen Angels USD Bond ETF(FALN), totaling $3.99 Mil. This investment constitutes 2.12% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Fallen Angels USD Bond ETF(FALN) stock.
The initial trade took place in 2021Q2. And since then CALIBER WEALTH MANAGEMENT, LLC has made 9 purchases of FALN, at an average price of $27.46, for a total of 285,187.00 shares. In addition, there have been 3 sales at an average price of $24.79 for 136,681.00 shares. Based on historical transaction data and FALN's current price of $26.98, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his FALN holdings is $-437,249.67, reflecting a -5.58% gain to date.
CALIBER WEALTH MANAGEMENT, LLC FALN ($26.98) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC FALN ($26.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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