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

Cornerstone 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 		$615K Buy
22,563
+5,625
+33% +$152K 0.03% 442
2026
Q1 		$453K Buy
16,938
+6,780
+67% +$185K 0.02% 473
2025
Q4 		$277K Sell
10,158
-32
-0.3% -$878 0.01% 570
2025
Q3 		$283K Buy
10,190
+217
+2% +$5.91K 0.02% 549
2025
Q2 		$271K Buy
9,973
+1,334
+15% +$35.2K 0.02% 536
2025
Q1 		$231K Buy
8,639
+1,004
+13% +$27K 0.02% 540
2024
Q4 		$204K Buy
+7,635
New +$206K 0.01% 558

Other funds holding FALN

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
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

Cornerstone Wealth Management's FALN Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 33% in Q2 2026, buying an estimated $152K and bringing the position to 22,563 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #442.

Cornerstone Wealth Management first reported a position in FALN in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Cornerstone Wealth Management held 22,563 shares of iShares Fallen Angels USD Bond ETF worth $615K as of Q2 2026.
  • Cornerstone Wealth Management bought 5,625 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $152K.
  • iShares Fallen Angels USD Bond ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Cornerstone Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.