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FALN icon

B. Riley Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

B. Riley Wealth 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 		$269K Buy
9,876
+96
+1% +$2.6K 0.01% 658
2026
Q1 		$259K Buy
9,780
+178
+2% +$4.86K 0.02% 626
2025
Q4 		$262K Sell
9,602
-1,270
-12% -$34.8K 0.01% 754
2025
Q3 		$302K Sell
10,872
-1,474
-12% -$40.2K 0.01% 725
2025
Q2 		$335K Buy
12,346
+265
+2% +$6.99K 0.02% 662
2025
Q1 		$324K Buy
12,081
+25
+0.2% +$673 0.01% 934
2024
Q4 		$322K Sell
12,056
-11,363
-49% -$307K 0.01% 843
2024
Q3 		$640K Sell
23,419
-298
-1% -$8K 0.02% 653
2024
Q2 		$621K Sell
23,717
-3,599
-13% -$94.9K 0.02% 715
2024
Q1 		$677K Buy
27,316
+4,597
+20% +$122K 0.02% 654
2023
Q4 		$600K Sell
22,719
-4,597
-17% -$116K 0.02% 721
2023
Q3 		$677K Sell
27,316
-24,826
-48% -$626K 0.02% 654
2023
Q2 		$1.32M Buy
52,142
+2,355
+5% +$58.9K 0.03% 478
2023
Q1 		$1.26M Buy
49,787
+1,088
+2% +$27.3K 0.03% 472
2022
Q4 		$1.2M Sell
48,699
-39,995
-45% -$976K 0.03% 474
2022
Q3 		$2.12M Sell
88,694
-21,030
-19% -$529K 0.06% 296
2022
Q2 		$2.7M Sell
109,724
-20,174
-16% -$525K 0.11% 184
2022
Q1 		$3.61M Sell
129,898
-55,529
-30% -$1.57M 0.12% 183
2021
Q4 		$5.56M Buy
185,427
+80,853
+77% +$2.42M 0.16% 135
2021
Q3 		$3.15M Buy
104,574
+26,887
+35% +$810K 0.1% 231
2021
Q2 		$2.33M Buy
77,687
+10,238
+15% +$302K 0.08% 301
2021
Q1 		$1.97M Buy
+67,449
New +$1.98M 0.07% 306

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

B. Riley Wealth Advisors's FALN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 0.98% in Q2 2026, buying an estimated $2.6K and bringing the position to 9,876 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #658.

B. Riley Wealth Advisors first reported a position in FALN in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.56M in Q4 2021. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • B. Riley Wealth Advisors held 9,876 shares of iShares Fallen Angels USD Bond ETF worth $269K as of Q2 2026.
  • B. Riley Wealth Advisors bought 96 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $2.6K.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #658 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's iShares Fallen Angels USD Bond ETF position peaked at $5.56M in Q4 2021.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.