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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
Q2 		$2.54M Buy
93,146
+16,148
+21% +$437K 1.68% 18
2026
Q1 		$2.06M Buy
+76,998
New +$2.1M 1.56% 15

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

ATX Financial Planning's FALN Position: Q2 2026 in Review

ATX Financial Planning increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 21% in Q2 2026, buying an estimated $437K and bringing the position to 93,146 shares worth $2.54M. The position accounts for 1.68% of the portfolio, ranked #18.

ATX Financial Planning first reported a position in FALN in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • ATX Financial Planning held 93,146 shares of iShares Fallen Angels USD Bond ETF worth $2.54M as of Q2 2026.
  • ATX Financial Planning bought 16,148 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $437K.
  • iShares Fallen Angels USD Bond ETF made up 1.68% of ATX Financial Planning's portfolio in Q2 2026, its #18 holding.
  • ATX Financial Planning first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.