iShares Fallen Angels USD Bond ETF (FALN)
Ashton Thomas Securities LLC Makes New Investment in iShares Fallen Angels USD Bond ETF $FALN
Ashton Thomas Securities LLC purchased a new stake in shares of iShares Fallen Angels USD Bond ETF (NASDAQ: FALN) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 72,599 shares of the company's stock, valued at approximately $1,940,000. Ashton Thomas
Dara Capital US Inc. Makes New Investment in iShares Fallen Angels USD Bond ETF $FALN
Dara Capital US Inc. bought a new position in iShares Fallen Angels USD Bond ETF (NASDAQ: FALN) during the undefined quarter, according to its most recent filing with the SEC. The institutional investor bought 26,335 shares of the company's stock, valued at approximately $719,000. Several other institutional investors and hedge funds have also
Envestnet Portfolio Solutions Inc. Lowers Holdings in iShares Fallen Angels USD Bond ETF $FALN
Envestnet Portfolio Solutions Inc. reduced its position in iShares Fallen Angels USD Bond ETF (NASDAQ: FALN) by 23.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,274 shares of the company's stock after selling 38,820 shares during the
151,389 Shares in iShares Fallen Angels USD Bond ETF $FALN Acquired by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC acquired a new stake in iShares Fallen Angels USD Bond ETF (NASDAQ: FALN) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 151,389 shares of the company's stock, valued at approximately $4,206,000. Sequoia Financial Advisors LLC owned approximately 0.23% of iShares
One Fund Walked Away From a $31.5M High-Yield Position -- Here's What Investors Should Know
Ocean Park Asset Management sold 1.13 million shares of FALN in the fourth quarter. The shares were worth about $31.48 million based on previously disclosed data.
Orion Porfolio Solutions LLC Has $1.77 Million Stake in iShares Fallen Angels USD Bond ETF $FALN
Orion Porfolio Solutions LLC increased its stake in iShares Fallen Angels USD Bond ETF (NASDAQ: FALN) by 102.6% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 65,320 shares of the company's stock after acquiring an additional 33,082 shares during the
FALN: Fallen Angels ETF Still Ahead Of Its Competitors
iShares Fallen Angels USD Bond ETF (FALN) offers exposure to junk bonds previously rated investment grade, aiming for superior risk-adjusted returns. The fund maintains high credit quality within junk bonds, with 78% in BB-rated securities and a diversified sector allocation. FALN has outperformed the high-yield benchmark HYG and a number of strategy-based high-yield bond ETFs since its inception.
Hershey Financial Advisers LLC Invests $3.75 Million in iShares Fallen Angels USD Bond ETF $FALN
Hershey Financial Advisers LLC acquired a new stake in shares of iShares Fallen Angels USD Bond ETF (NASDAQ: FALN) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 138,261 shares of the company's stock, valued at approximately $3,752,000. iShares Fallen Angels USD Bond
Baker Avenue Asset Management LP Has $8.77 Million Position in iShares Fallen Angels USD Bond ETF $FALN
Baker Avenue Asset Management LP grew its position in iShares Fallen Angels USD Bond ETF (NASDAQ: FALN) by 49.2% in the second quarter, according to its most recent filing with the SEC. The fund owned 323,024 shares of the company's stock after acquiring an additional 106,505 shares during the period. Baker Avenue Asset
iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) Hits New 12-Month High – What’s Next?
iShares Fallen Angels USD Bond ETF (NASDAQ: FALN - Get Free Report) hit a new 52-week high on Friday. The company traded as high as $27.85 and last traded at $27.4650, with a volume of 208 shares. The stock had previously closed at $27.49. iShares Fallen Angels USD Bond ETF Stock Down 0.1% The firm
Investment Manager Makes Strategic Buy in Fixed Income ETF, According to Recent Filing
Initiated 303,893 shares in FALN; trade value was $8,442,148 according to SEC filing FALN position represents 5.07% of Gimbal Financial's reportable AUM
Fallen Angels ETFs: FALN Advantage Over ANGL For Short-Term Gains
FALN offers the strongest upside among fallen angel ETFs, earning a strong buy rating versus a simple buy for ANGL. FALN's pure US focus, higher yield sustainability, and greater sensitivity to imminent Fed rate cuts position it for superior short-term returns. Both FALN and ANGL provide high yields and low volatility, but FALN's sectoral exposure and higher duration make it more attractive in the current environment.
FALN: 3 Reasons To Invest In This High-Yield Bond ETF
FALN invests in fallen angels, or corporate bonds recently downgraded from investment-grade to non-investment grade. Fallen angels tend to experience forced selling, and then significant gains as prices recover. Focusing on fallen angels is an incredibly strong investment strategy, with a strong performance track record, and one benefitting from macro trends.
FALN: Sorting The Best Of The Junk
iShares Fallen Angels USD Bond ETF (FALN) invests in junk bonds whose issuers previously had an investment grade rating. FALN has outperformed other junk bond ETFs and its closest competitor ANGL. However, FALN has lagged inflation in value and suffered a decay in distribution.
FALN ETF: As Smooth As High-Yield Gets
We believe the iShares Fallen Angels USD Bond ETF illustrates a good blend of credit risk and yield curve exposure, allowing a stable pricing environment. Furthermore, FALN ETF provides lucrative dividends, which could be sustained if our outlook on credit risk and the yield curve pans out. Although debatable, our models forecast an all-in return above 10%.
FALN: Great Fund, But Timing Isn't Right Yet
iShares Fallen Angels USD Bond ETF offers potential for higher yields and price appreciation by investing in downgraded investment-grade corporate bonds. The FALN ETF has a well-diversified portfolio and a cost-effective structure, making it an attractive option for income and capital appreciation. However, the strategy carries risks such as default risk, interest rate risk, and market volatility, and should be considered after a credit dislocation takes place.
FALN: Fallen Angel ETF, Proven Investment Strategy, Strong Performance, 5.4% Yield
FALN invests in recently downgraded bonds, known as fallen angels, which have historically outperformed high-yield corporate bond benchmarks. The fund has outperformed since inception and will, I believe, continue to outperform moving forward. I am assigning a buy rating to the fund based on its investment strategy and track record.
Contrarian Idea For 2024: High-Yield Bonds With FALN
High-yield bonds offer higher yields as compensation for higher risks associated with lower credit ratings. The U.S. economy is in a stage between late cycle and recession, but there are signs of recovery in the near future. Understanding how bonds perform in different stages of the business cycle is key to investing in bonds successfully.
4 Strong High-Yield Corporate Bond ETFs, With Yields Of 5.2% - 7.4%
Federal Reserve hikes have caused yields to increase across fixed-income asset classes. High-yield bonds and bond funds offer particularly high, growing yields. An overview of four of these funds follows.
FALN: A Great High Yield ETF With A Structural Edge
The iShares Fallen Angels USD Bond ETF seeks to provide investors with exposure to high yield corporate bonds that were previously rated investment grade. FALN has a reasonable management fee of 0.25% compared to other high yield fixed income ETFs. FALN has a very strong historical performance and has outperformed traditional high yield ETFs such as JNK and HYG on both an absolute and risk-adjusted basis.