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First Citizens Investor Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

First Citizens Investor Services’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
Q4 		$512K Buy
18,742
+2,446
+15% +$67.1K 0.2% 18
2025
Q3 		$453K Buy
+16,296
New +$444K 0.17% 18

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Citizens Investor Services's FALN Position: Q4 2025 in Review

First Citizens Investor Services increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 15% in Q4 2025, buying an estimated $67.1K and bringing the position to 18,742 shares worth $512K. The position accounts for 0.2% of the portfolio, ranked #18.

First Citizens Investor Services first reported a position in FALN in Q3 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold FALN as of Q4 2025.

  • First Citizens Investor Services held 18,742 shares of iShares Fallen Angels USD Bond ETF worth $512K as of Q4 2025.
  • First Citizens Investor Services bought 2,446 iShares Fallen Angels USD Bond ETF shares in Q4 2025, an estimated $67.1K.
  • iShares Fallen Angels USD Bond ETF made up 0.2% of First Citizens Investor Services's portfolio in Q4 2025, its #18 holding.
  • First Citizens Investor Services first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.