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

Golden State 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 Q2	–	Sell	-1,631	Closed	-$43.6K	–	1646
2026 Q1	$43.6K	Buy	1,631 +202	+14%	+$5.51K	﹤0.01%	719
2025 Q4	$39K	Hold	1,429	–	–	﹤0.01%	746
2025 Q3	$39.7K	Buy	1,429 +693	+94%	+$18.9K	﹤0.01%	731
2025 Q2	$20K	Buy	736 +544	+283%	+$14.3K	﹤0.01%	884
2025 Q1	$5.17K	Buy	192 +2	+1%	+$54	﹤0.01%	1164
2024 Q4	$5.1K	Buy	+190	New	+$5.14K	﹤0.01%	1115

Other funds holding FALN

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Golden State Wealth Management's FALN Position: Q2 2026 in Review

Golden State Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026, closing a stake of 1,631 shares — an estimated $43.6K sold.

Golden State Wealth Management first reported a position in FALN in Q4 2024 and held it in 6 quarters. The position peaked at $43.6K in Q1 2026. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

Golden State Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 1,631 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $43.6K.
Golden State Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2024 and held it in 6 quarters.
Golden State Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $43.6K in Q1 2026.
291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.