Abich Financial Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Abich Financial Wealth 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
2025 Q3	$196K	Buy	+7,045	New	+$192K	0.07%	128
2024 Q3	$7.76K	Sell	284 -1,298	-82%	-$34.9K	0.02%	223
2024 Q2	$41.4K	Sell	1,582 -28	-2%	-$739	0.03%	174
2024 Q1	$43.2K	Sell	1,610 -479	-23%	-$12.7K	0.03%	159
2023 Q4	$55.1K	Buy	+2,089	New	+$52.8K	0.05%	99

Other funds holding FALN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Abich Financial Wealth Management's FALN Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q3 2025: 7,045 shares worth $196K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in FALN as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in FALN in Q4 2023 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold FALN as of Q3 2025.

Abich Financial Wealth Management held 7,045 shares of iShares Fallen Angels USD Bond ETF worth $196K as of Q3 2025.
iShares Fallen Angels USD Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares Fallen Angels USD Bond ETF made up 0.07% of Abich Financial Wealth Management's portfolio in Q3 2025, its #128 holding.
Abich Financial Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2023 and has held it in 5 quarters since.
269 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.