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DHJJ Financial Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

DHJJ Financial Advisors’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 		$273 Hold
10
– – ﹤0.01% 971
2026
Q1 		$268 Hold
10
– – ﹤0.01% 966
2025
Q4 		$273 Hold
10
– – ﹤0.01% 924
2025
Q3 		$278 Hold
10
– – ﹤0.01% 891
2025
Q2 		$272 Hold
10
– – ﹤0.01% 867
2025
Q1 		$268 Hold
10
– – ﹤0.01% 819
2024
Q4 		$268 Hold
10
– – ﹤0.01% 790
2024
Q3 		$274 Hold
10
– – ﹤0.01% 765
2024
Q2 		$262 Hold
10
– – ﹤0.01% 718
2024
Q1 		$269 Hold
10
– – ﹤0.01% 706
2023
Q4 		$264 Hold
10
– – ﹤0.01% 695
2023
Q3 		$248 Buy
+10
New +$252 ﹤0.01% 693

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

DHJJ Financial Advisors's FALN Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Fallen Angels USD Bond ETF (FALN) position steady in Q2 2026 at 10 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #971.

DHJJ Financial Advisors first reported a position in FALN in Q3 2023 and has held it in 12 quarters since. The position peaked at $278 in Q3 2025. 292 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • DHJJ Financial Advisors held 10 shares of iShares Fallen Angels USD Bond ETF worth $273 as of Q2 2026.
  • DHJJ Financial Advisors left its iShares Fallen Angels USD Bond ETF share count unchanged in Q2 2026.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #971 holding.
  • DHJJ Financial Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's iShares Fallen Angels USD Bond ETF position peaked at $278 in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.