Bright Futures Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Bright Futures Wealth Management’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	$727K	Buy	26,705 +298	+1%	+$8.07K	0.47%	76
2026 Q1	$706K	Sell	26,407 -1,372	-5%	-$37.4K	0.48%	66
2025 Q4	$758K	Buy	27,779 +1,165	+4%	+$32K	0.56%	61
2025 Q3	$739K	Buy	+26,614	New	+$725K	0.58%	55
2025 Q1	$674K	Buy	26,112 +442	+2%	+$11.9K	0.74%	48
2024 Q4	$695K	Buy	25,670 +2,379	+10%	+$64.3K	0.62%	53
2024 Q3	$628K	Sell	23,291 -633	-3%	-$17K	0.3%	96
2024 Q2	$636K	Sell	23,924 -240	-1%	-$6.33K	0.34%	86
2024 Q1	$635K	Buy	+24,164	New	+$642K	0.34%	82

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

Bright Futures Wealth Management's FALN Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 1.1% in Q2 2026, buying an estimated $8.07K and bringing the position to 26,705 shares worth $727K. The position accounts for 0.47% of the portfolio, ranked #76.

Bright Futures Wealth Management first reported a position in FALN in Q1 2024 and has held it in 9 quarters since. The position peaked at $758K in Q4 2025. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

Bright Futures Wealth Management held 26,705 shares of iShares Fallen Angels USD Bond ETF worth $727K as of Q2 2026.
Bright Futures Wealth Management bought 298 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $8.07K.
iShares Fallen Angels USD Bond ETF made up 0.47% of Bright Futures Wealth Management's portfolio in Q2 2026, its #76 holding.
Bright Futures Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $758K in Q4 2025.
291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.