Beacon Financial Strategies’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Beacon Financial Strategies’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	$49.7K	Buy	+1,825	New	+$49.4K	0.02%	98

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

LPL Financial San Diego, California $445B AUM 25.58% 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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

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

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

Beacon Financial Strategies's FALN Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026: 1,825 shares worth $49.7K. The stake represents 0.02% of the portfolio and ranks #98 among its holdings.

291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

Beacon Financial Strategies held 1,825 shares of iShares Fallen Angels USD Bond ETF worth $49.7K as of Q2 2026.
iShares Fallen Angels USD Bond ETF was a new Beacon Financial Strategies position in Q2 2026.
iShares Fallen Angels USD Bond ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #98 holding.
291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.