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FALN icon

Ancora Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Ancora Advisors’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 		$460K Hold
16,883
– – 0.01% 557
2026
Q1 		$451K Sell
16,883
-3,050
-15% -$83.2K 0.01% 543
2025
Q4 		$544K Hold
19,933
– – 0.01% 517
2025
Q3 		$554K Sell
19,933
-153
-0.8% -$4.17K 0.01% 538
2025
Q2 		$545K Buy
20,086
+743
+4% +$19.6K 0.01% 518
2025
Q1 		$518K Hold
19,343
– – 0.01% 513
2024
Q4 		$517K Hold
19,343
– – 0.01% 510
2024
Q3 		$529K Sell
19,343
-1,728
-8% -$46.4K 0.01% 504
2024
Q2 		$552K Buy
21,071
+543
+3% +$14.3K 0.01% 480
2024
Q1 		$551K Hold
20,528
– – 0.01% 491
2023
Q4 		$542K Hold
20,528
– – 0.01% 492
2023
Q3 		$509K Sell
20,528
-3,013
-13% -$76K 0.01% 468
2023
Q2 		$597K Buy
23,541
+46
+0.2% +$1.15K 0.02% 431
2023
Q1 		$594K Buy
23,495
+3,368
+17% +$84.5K 0.02% 435
2022
Q4 		$495K Buy
20,127
+6,881
+52% +$168K 0.01% 489
2022
Q3 		$317K Buy
13,246
+4,147
+46% +$104K 0.01% 616
2022
Q2 		$224K Buy
9,099
+3,813
+72% +$99.2K 0.01% 731
2022
Q1 		$147K Sell
5,286
-902
-15% -$25.6K ﹤0.01% 898
2021
Q4 		$185K Buy
6,188
+3,479
+128% +$104K ﹤0.01% 830
2021
Q3 		$82K Sell
2,709
-870
-24% -$26.2K ﹤0.01% 1035
2021
Q2 		$108K Buy
3,579
+572
+19% +$16.9K ﹤0.01% 889
2021
Q1 		$88K Buy
+3,007
New +$88.2K ﹤0.01% 917

Other funds holding FALN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Ancora Advisors's FALN Position: Q2 2026 in Review

Ancora Advisors held its iShares Fallen Angels USD Bond ETF (FALN) position steady in Q2 2026 at 16,883 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #557.

Ancora Advisors first reported a position in FALN in Q1 2021 and has held it in 22 quarters since. The position peaked at $597K in Q2 2023. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Ancora Advisors held 16,883 shares of iShares Fallen Angels USD Bond ETF worth $460K as of Q2 2026.
  • Ancora Advisors left its iShares Fallen Angels USD Bond ETF share count unchanged in Q2 2026.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #557 holding.
  • Ancora Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Ancora Advisors's iShares Fallen Angels USD Bond ETF position peaked at $597K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.