Cedar Point Capital Partners’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Cedar Point Capital Partners’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 Q3	$408K	Buy	15,716 +898	+6%	+$24.1K	0.23%	52
2026 Q2	$404K	Buy	14,818 +843	+6%	+$22.8K	0.23%	54
2026 Q1	$373K	Buy	13,975 +700	+5%	+$19.1K	0.24%	53
2025 Q4	$362K	Buy	+13,275	New	+$364K	0.23%	51

Other funds holding FALN

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Cedar Point Capital Partners's FALN Position: Q3 2026 in Review

Cedar Point Capital Partners increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 6.1% in Q3 2026, buying an estimated $24.1K and bringing the position to 15,716 shares worth $408K. The position accounts for 0.23% of the portfolio, ranked #52.

Cedar Point Capital Partners first reported a position in FALN in Q4 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

Cedar Point Capital Partners held 15,716 shares of iShares Fallen Angels USD Bond ETF worth $408K as of Q3 2026.
Cedar Point Capital Partners bought 898 iShares Fallen Angels USD Bond ETF shares in Q3 2026, an estimated $24.1K.
iShares Fallen Angels USD Bond ETF made up 0.23% of Cedar Point Capital Partners's portfolio in Q3 2026, its #52 holding.
Cedar Point Capital Partners first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
158 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Cedar Point Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.