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FALN icon

Gilpin Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Gilpin Wealth Management’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 		$36.9K Sell
1,423
-205
-13% -$5.5K 0.02% 242
2026
Q2 		$44.3K Buy
1,628
+18
+1% +$487 0.03% 219
2026
Q1 		$43K Sell
1,610
-505
-24% -$13.8K 0.03% 205
2025
Q4 		$57.7K Buy
+2,115
New +$58K 0.05% 185

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Gilpin Wealth Management's FALN Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 13% in Q3 2026, selling an estimated $5.5K and leaving 1,423 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #242.

Gilpin Wealth Management first reported a position in FALN in Q4 2025 and has held it in 4 quarters since. The position peaked at $57.7K in Q4 2025. 18 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

  • Gilpin Wealth Management held 1,423 shares of iShares Fallen Angels USD Bond ETF worth $36.9K as of Q3 2026.
  • Gilpin Wealth Management sold 205 iShares Fallen Angels USD Bond ETF shares in Q3 2026, an estimated $5.5K.
  • iShares Fallen Angels USD Bond ETF made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #242 holding.
  • Gilpin Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $57.7K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.