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Coppell Advisory Solutions’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Coppell Advisory Solutions’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
2025
Q2 		– Sell
-2,175
Closed -$263K – 382
2025
Q1 		$263K Sell
2,175
-421
-16% -$11.3K 0.04% 282
2024
Q4 		$69.4K Sell
2,596
-5,445
-68% -$147K 0.01% 500
2024
Q3 		$220K Buy
8,041
+791
+11% +$21.2K 0.03% 268
2024
Q2 		$190K Buy
+7,250
New +$191K 0.03% 265
2023
Q4 		$20.2K Buy
+764
New +$19.3K ﹤0.01% 734
2023
Q3 		– Sell
-441
Closed -$11.1K – 1305
2023
Q2 		$11.1K Buy
+441
New +$11K ﹤0.01% 667

Other funds holding FALN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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

Coppell Advisory Solutions's FALN Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2025, closing a stake of 2,175 shares — an estimated $263K sold.

Coppell Advisory Solutions first reported a position in FALN in Q2 2023 and held it in 6 quarters. The position peaked at $263K in Q1 2025. 271 funds tracked by Wall St. Rank hold FALN as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,175 iShares Fallen Angels USD Bond ETF shares in Q2 2025, an estimated $263K.
  • Coppell Advisory Solutions first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2023 and held it in 6 quarters.
  • Coppell Advisory Solutions's iShares Fallen Angels USD Bond ETF position peaked at $263K in Q1 2025.
  • 271 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.