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

Hohimer 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 		$210K Buy
+7,694
New +$208K 0.02% 367
2022
Q4 		– Sell
-29,594
Closed -$707K – 184
2022
Q3 		$707K Sell
29,594
-4,715
-14% -$119K 0.23% 117
2022
Q2 		$845K Sell
34,309
-8,651
-20% -$225K 0.25% 116
2022
Q1 		$1.19M Buy
42,960
+18,426
+75% +$522K 0.24% 117
2021
Q4 		$735K Buy
+24,534
New +$734K 0.15% 133

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
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
PFM
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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Hohimer Wealth Management's FALN Position: Q2 2026 in Review

Hohimer Wealth Management opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026: 7,694 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in FALN as recently as Q3 2022.

Hohimer Wealth Management first reported a position in FALN in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2022. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Hohimer Wealth Management held 7,694 shares of iShares Fallen Angels USD Bond ETF worth $210K as of Q2 2026.
  • iShares Fallen Angels USD Bond ETF was a new Hohimer Wealth Management position in Q2 2026.
  • iShares Fallen Angels USD Bond ETF made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Hohimer Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Hohimer Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $1.19M in Q1 2022.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.