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

Aldebaran Financial’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
Q1 		– Sell
-8,951
Closed -$239K – 71
2024
Q4 		$239K Buy
+8,951
New +$242K 0.28% 67

Other funds holding FALN

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Aldebaran Financial's FALN Position: Q1 2025 in Review

Aldebaran Financial sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2025, closing a stake of 8,951 shares — an estimated $239K sold.

Aldebaran Financial first reported a position in FALN in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 277 funds tracked by Wall St. Rank hold FALN as of Q1 2025.

  • Aldebaran Financial reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aldebaran Financial sold 8,951 iShares Fallen Angels USD Bond ETF shares in Q1 2025, an estimated $239K.
  • Aldebaran Financial first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Aldebaran Financial's iShares Fallen Angels USD Bond ETF position peaked at $239K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2025.

Based on Aldebaran Financial's 13F filing for Q1 2025, filed 8 May 2025.