FFA
FALN icon

Farther Finance Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Farther Finance 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
Q3 		$1.11M Sell
42,615
-3,565
-8% -$95.7K 0.01% 1065
2026
Q2 		$1.26M Buy
46,180
+190
+0.4% +$5.14K 0.01% 963
2026
Q1 		$1.23M Buy
45,990
+3,042
+7% +$83K 0.01% 859
2025
Q4 		$1.17M Buy
42,948
+928
+2% +$25.5K 0.01% 807
2025
Q3 		$1.17M Buy
42,020
+558
+1% +$15.2K 0.02% 650
2025
Q2 		$1.13M Buy
41,462
+17,233
+71% +$454K 0.02% 545
2025
Q1 		$647K Buy
24,229
+9,967
+70% +$268K 0.02% 669
2024
Q4 		$381K Buy
14,262
+5,545
+64% +$150K 0.01% 696
2024
Q3 		$238K Buy
8,717
+5,322
+157% +$143K 0.01% 927
2024
Q2 		$88.3K Sell
3,395
-430
-11% -$11.3K ﹤0.01% 1182
2024
Q1 		$102K Sell
3,825
-342
-8% -$9.09K 0.01% 935
2023
Q4 		$110K Sell
4,167
-1,165
-22% -$29.4K 0.01% 770
2023
Q3 		$132K Sell
5,332
-8,243
-61% -$208K 0.02% 476
2023
Q2 		$344K Buy
13,575
+1,505
+12% +$37.7K 0.08% 219
2023
Q1 		$305K Buy
12,070
+2,490
+26% +$62.5K 0.09% 200
2022
Q4 		$236K Buy
+9,580
New +$234K 0.09% 204

Other funds holding FALN

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Farther Finance Advisors's FALN Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 7.7% in Q3 2026, selling an estimated $95.7K and leaving 42,615 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1065.

Farther Finance Advisors first reported a position in FALN in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q2 2026. 18 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

  • Farther Finance Advisors held 42,615 shares of iShares Fallen Angels USD Bond ETF worth $1.11M as of Q3 2026.
  • Farther Finance Advisors sold 3,565 iShares Fallen Angels USD Bond ETF shares in Q3 2026, an estimated $95.7K.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1065 holding.
  • Farther Finance Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Fallen Angels USD Bond ETF position peaked at $1.26M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.