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FALN icon

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

Angeles 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
Q4 		– Sell
-1,135
Closed -$31.5K – 475
2025
Q3 		$31.5K Hold
1,135
– – ﹤0.01% 381
2025
Q2 		$30.8K Hold
1,135
– – ﹤0.01% 395
2025
Q1 		$30.4K Hold
1,135
– – ﹤0.01% 343
2024
Q4 		$30.3K Hold
1,135
– – ﹤0.01% 350
2024
Q3 		$31K Buy
1,135
+94
+9% +$2.52K ﹤0.01% 307
2024
Q2 		$27.3K Hold
1,041
– – ﹤0.01% 272
2024
Q1 		$28K Buy
1,041
+97
+10% +$2.58K ﹤0.01% 265
2023
Q4 		$24.9K Sell
944
-223
-19% -$5.64K ﹤0.01% 239
2023
Q3 		$28.9K Buy
1,167
+129
+12% +$3.25K ﹤0.01% 208
2023
Q2 		$26.3K Buy
1,038
+223
+27% +$5.58K ﹤0.01% 207
2023
Q1 		$20.6K Hold
815
– – ﹤0.01% 197
2022
Q4 		$20.1K Buy
815
+216
+36% +$5.27K ﹤0.01% 199
2022
Q3 		$14K Hold
599
– – ﹤0.01% 202
2022
Q2 		$15K Buy
+599
New +$15.6K ﹤0.01% 192

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Angeles Wealth Management's FALN Position: Q4 2025 in Review

Angeles Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2025, closing a stake of 1,135 shares — an estimated $31.5K sold.

Angeles Wealth Management first reported a position in FALN in Q2 2022 and held it in 14 quarters. The position peaked at $31.5K in Q3 2025. 299 funds tracked by Wall St. Rank hold FALN as of Q4 2025.

  • Angeles Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 1,135 iShares Fallen Angels USD Bond ETF shares in Q4 2025, an estimated $31.5K.
  • Angeles Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2022 and held it in 14 quarters.
  • Angeles Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $31.5K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.