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

ATX Financial Planning’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 Q1	$2.06M	Buy	+76,998	New	+$2.1M	1.56%	15

Other funds holding FALN

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 New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

ATX Financial Planning's FALN Position: Q1 2026 in Review

ATX Financial Planning opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q1 2026: 76,998 shares worth $2.06M. The stake represents 1.56% of the portfolio and ranks #15 among its holdings.

294 funds tracked by Wall St. Rank hold FALN as of Q1 2026.

ATX Financial Planning held 76,998 shares of iShares Fallen Angels USD Bond ETF worth $2.06M as of Q1 2026.
iShares Fallen Angels USD Bond ETF was a new ATX Financial Planning position in Q1 2026.
iShares Fallen Angels USD Bond ETF made up 1.56% of ATX Financial Planning's portfolio in Q1 2026, its #15 holding.
294 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.