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Bravera Wealth’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Bravera Wealth’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 		$20K Hold
734
– – 0.01% 231
2026
Q1 		$19.6K Hold
734
– – 0.01% 242
2025
Q4 		$20K Buy
+734
New +$20.1K 0.01% 231

Other funds holding FALN

NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
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
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Bravera Wealth's FALN Position: Q2 2026 in Review

Bravera Wealth held its iShares Fallen Angels USD Bond ETF (FALN) position steady in Q2 2026 at 734 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #231.

Bravera Wealth first reported a position in FALN in Q4 2025 and has held it in 3 quarters since. The position peaked at $20K in Q4 2025. 91 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Bravera Wealth held 734 shares of iShares Fallen Angels USD Bond ETF worth $20K as of Q2 2026.
  • Bravera Wealth left its iShares Fallen Angels USD Bond ETF share count unchanged in Q2 2026.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #231 holding.
  • Bravera Wealth first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares Fallen Angels USD Bond ETF position peaked at $20K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.