Guardian Wealth Advisors (North Carolina)’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q3	–	Sell	-73	Closed	-$1.98K	–	403
2025 Q2	$1.98K	Hold	73	–	–	﹤0.01%	528
2025 Q1	$1.96K	Hold	73	–	–	﹤0.01%	501
2024 Q4	$1.95K	Buy	+73	New	+$1.97K	﹤0.01%	487

Other funds holding FALN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FALN Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q3 2025, closing a stake of 73 shares — an estimated $1.98K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FALN in Q4 2024 and held it in 3 quarters. The position peaked at $1.98K in Q2 2025. 269 funds tracked by Wall St. Rank hold FALN as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Fallen Angels USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 73 iShares Fallen Angels USD Bond ETF shares in Q3 2025, an estimated $1.98K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2024 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Fallen Angels USD Bond ETF position peaked at $1.98K in Q2 2025.
269 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.