EWA
FALN icon

EverSource Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

EverSource Wealth 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 		$93 Sell
3
-297
-99% -$8.04K ﹤0.01% 4314
2026
Q1 		$8.03K Buy
300
+68
+29% +$1.85K ﹤0.01% 3035
2025
Q4 		$6.33K Buy
232
+5
+2% +$137 ﹤0.01% 3009
2025
Q3 		$6.3K Buy
227
+2
+0.9% +$54 ﹤0.01% 3046
2025
Q2 		$6.12K Buy
225
+3
+1% +$79 ﹤0.01% 3066
2025
Q1 		$5.94K Sell
222
-436
-66% -$11.7K ﹤0.01% 2414
2024
Q4 		$17.6K Buy
658
+434
+194% +$11.7K ﹤0.01% 1693
2024
Q3 		$6.12K Sell
224
-1
-0.4% -$27 ﹤0.01% 2137
2024
Q2 		$6.03K Buy
225
+14
+7% +$369 ﹤0.01% 2143
2024
Q1 		$5.53K Sell
211
-46
-18% -$1.22K ﹤0.01% 2004
2023
Q4 		$6.77K Buy
257
+7
+3% +$177 ﹤0.01% 1736
2023
Q3 		$6.2K Sell
250
-1,610
-87% -$40.6K ﹤0.01% 1617
2023
Q2 		$47.2K Sell
1,860
-321
-15% -$8.03K 0.01% 859
2023
Q1 		$55.1K Sell
2,181
-541
-20% -$13.6K 0.01% 761
2022
Q4 		$67K Sell
2,722
-3,358
-55% -$81.9K 0.01% 637
2022
Q3 		$146K Sell
6,080
-1,623
-21% -$40.8K 0.03% 351
2022
Q2 		$189K Buy
7,703
+180
+2% +$4.68K 0.05% 264
2022
Q1 		$209K Buy
7,523
+2,537
+51% +$71.9K 0.05% 251
2021
Q4 		$150K Buy
+4,986
New +$149K 0.04% 262

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

EverSource Wealth Advisors's FALN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 99% in Q2 2026, selling an estimated $8.04K and leaving 3 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #4314.

EverSource Wealth Advisors first reported a position in FALN in Q4 2021 and has held it in 19 quarters since. The position peaked at $209K in Q1 2022. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • EverSource Wealth Advisors held 3 shares of iShares Fallen Angels USD Bond ETF worth $93 as of Q2 2026.
  • EverSource Wealth Advisors sold 297 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $8.04K.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4314 holding.
  • EverSource Wealth Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Fallen Angels USD Bond ETF position peaked at $209K in Q1 2022.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

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