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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

BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 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.

43 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.
  • 43 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.