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

Iams 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
2025
Q2 		– Sell
-31,481
Closed -$843K – 174
2025
Q1 		$843K Sell
31,481
-11,748
-27% -$316K 0.39% 78
2024
Q4 		$1.15M Buy
43,229
+2,580
+6% +$69.8K 0.53% 57
2024
Q3 		$1.11M Sell
40,649
-5,346
-12% -$144K 0.55% 61
2024
Q2 		$1.2M Buy
+45,995
New +$1.21M 0.66% 50

Other funds holding FALN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Iams Wealth Management's FALN Position: Q2 2025 in Review

Iams Wealth Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2025, closing a stake of 31,481 shares — an estimated $843K sold.

Iams Wealth Management first reported a position in FALN in Q2 2024 and held it in 4 quarters. The position peaked at $1.2M in Q2 2024. 271 funds tracked by Wall St. Rank hold FALN as of Q2 2025.

  • Iams Wealth Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Iams Wealth Management sold 31,481 iShares Fallen Angels USD Bond ETF shares in Q2 2025, an estimated $843K.
  • Iams Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2024 and held it in 4 quarters.
  • Iams Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $1.2M in Q2 2024.
  • 271 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.