IFP Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70.6K | Sell |
2,592
-2,000
| -44% | -$54.1K | ﹤0.01% | 2189 |
|
|
2026
Q1 | $123K | Sell |
4,592
-53
| -1% | -$1.45K | ﹤0.01% | 1701 |
|
|
2025
Q4 | $127K | Hold |
4,645
| – | – | ﹤0.01% | 1647 |
|
|
2025
Q3 | $129K | Sell |
4,645
-156
| -3% | -$4.25K | ﹤0.01% | 1524 |
|
|
2025
Q2 | $130K | Buy |
4,801
+753
| +19% | +$19.9K | ﹤0.01% | 1496 |
|
|
2025
Q1 | $108K | Hold |
4,048
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q4 | $108K | Sell |
4,048
-1
| -0% | -$27 | ﹤0.01% | 1433 |
|
|
2024
Q3 | $111K | Buy |
4,049
+913
| +29% | +$24.5K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $82.1K | Buy |
3,136
+513
| +20% | +$13.5K | ﹤0.01% | 1444 |
|
|
2024
Q1 | $70.5K | Buy |
2,623
+38
| +1% | +$1.01K | ﹤0.01% | 1448 |
|
|
2023
Q4 | $68.2K | Sell |
2,585
-9,153
| -78% | -$231K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $291K | Sell |
11,738
-2,552
| -18% | -$64.3K | 0.01% | 794 |
|
|
2023
Q2 | $363K | Sell |
14,290
-7,408
| -34% | -$185K | 0.02% | 771 |
|
|
2023
Q1 | $572K | Sell |
21,698
-9,670
| -31% | -$243K | 0.02% | 554 |
|
|
2022
Q4 | $848K | Sell |
31,368
-41,192
| -57% | -$1M | 0.02% | 678 |
|
|
2022
Q3 | $1.99M | Sell |
72,560
-5,215
| -7% | -$131K | 0.05% | 400 |
|
|
2022
Q2 | $2.05M | Hold |
77,775
| – | – | 0.07% | 337 |
|
|
2022
Q1 | $2.05M | Buy |
77,775
+26,157
| +51% | +$741K | 0.07% | 337 |
|
|
2021
Q4 | $1.55M | Buy |
51,618
+22,310
| +76% | +$667K | 0.03% | 312 |
|
|
2021
Q3 | $889K | Buy |
29,308
+8,367
| +40% | +$252K | 0.02% | 430 |
|
|
2021
Q2 | $622K | Buy |
20,941
+4,649
| +29% | +$137K | 0.01% | 490 |
|
|
2021
Q1 | $469K | Buy |
16,292
+15,862
| +3,689% | +$465K | 0.01% | 541 |
|
|
2020
Q4 | $13K | Buy |
430
+10
| +2% | +$283 | ﹤0.01% | 1952 |
|
|
2020
Q3 | $11K | Buy |
420
+75
| +22% | +$2.06K | ﹤0.01% | 1865 |
|
|
2020
Q2 | $8K | Buy |
345
+27
| +8% | +$678 | ﹤0.01% | 1895 |
|
|
2020
Q1 | $7K | Buy |
318
+183
| +136% | +$4.74K | ﹤0.01% | 1925 |
|
|
2019
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 2367 |
|
|
2019
Q3 | $3K | Buy |
+135
| New | +$3.6K | ﹤0.01% | 2528 |
|
|
2019
Q1 | – | Sell |
-52
| Closed | -$1K | – | 2677 |
|
|
2018
Q4 | $1K | Sell |
52
-126
| -71% | -$3.21K | ﹤0.01% | 3301 |
|
|
2018
Q3 | $5K | Buy |
178
+126
| +242% | +$3.33K | ﹤0.01% | 3193 |
|
|
2018
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 3716 |
|
|
2018
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 3624 |
|
|
2017
Q4 | $1K | Buy |
+52
| New | +$1.43K | ﹤0.01% | 3675 |
|
Other funds holding FALN
MERSOM
AF
ETS
PFM
BAAM
IFP Advisors's FALN Position: Q2 2026 in Review
IFP Advisors reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 44% in Q2 2026, selling an estimated $54.1K and leaving 2,592 shares worth $70.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.
IFP Advisors first reported a position in FALN in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.05M in Q2 2022. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.
- IFP Advisors held 2,592 shares of iShares Fallen Angels USD Bond ETF worth $70.6K as of Q2 2026.
- IFP Advisors sold 2,000 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $54.1K.
- iShares Fallen Angels USD Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2189 holding.
- IFP Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2017 and has held it in 33 quarters since.
- IFP Advisors's iShares Fallen Angels USD Bond ETF position peaked at $2.05M in Q2 2022.
- 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.