BPI
FALN icon

BFC Planning, Inc.’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

BFC Planning, Inc.’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 		$176K Buy
6,471
+2,301
+55% +$62.3K 0.01% 982
2026
Q1 		$111K Buy
4,170
+7
+0.2% +$191 0.01% 1069
2025
Q4 		$114K Sell
4,163
-136
-3% -$3.73K 0.01% 1069
2025
Q3 		$119K Sell
4,299
-390
-8% -$10.6K 0.01% 858
2025
Q2 		$127K Sell
4,689
-1,348
-22% -$35.5K 0.01% 785
2025
Q1 		$162K Sell
6,037
-85
-1% -$2.29K 0.01% 694
2024
Q4 		$164K Buy
+6,122
New +$166K 0.01% 690

Other funds holding FALN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 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 $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
ESL Trust Services
ESL Trust Services Rochester, New York $580M AUM 13.85% 1-Year Est. Return
Potomac Fund Management
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
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

BFC Planning, Inc.'s FALN Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 55% in Q2 2026, buying an estimated $62.3K and bringing the position to 6,471 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #982.

BFC Planning, Inc. first reported a position in FALN in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • BFC Planning, Inc. held 6,471 shares of iShares Fallen Angels USD Bond ETF worth $176K as of Q2 2026.
  • BFC Planning, Inc. bought 2,301 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $62.3K.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #982 holding.
  • BFC Planning, Inc. first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.