Commonwealth Financial Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Commonwealth Financial Services’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	$6.21M	Buy	+227,881	New	+$6.17M	0.83%	27

Other funds holding FALN

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return