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Kroeger Financial Partners’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Kroeger Financial Partners’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
2026
Q2 		$115K Buy
+4,224
New +$114K 0.11% 58

Other funds holding FALN

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NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Kroeger Financial Partners's FALN Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026: 4,224 shares worth $115K. The stake represents 0.11% of the portfolio and ranks #58 among its holdings.

113 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Kroeger Financial Partners held 4,224 shares of iShares Fallen Angels USD Bond ETF worth $115K as of Q2 2026.
  • iShares Fallen Angels USD Bond ETF was a new Kroeger Financial Partners position in Q2 2026.
  • iShares Fallen Angels USD Bond ETF made up 0.11% of Kroeger Financial Partners's portfolio in Q2 2026, its #58 holding.
  • 113 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.