Independence Financial Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Independence Financial Advisors’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	$7M	Buy	+256,955	New	+$6.96M	1.82%	20
2026 Q1	–	Sell	-476,028	Closed	-$13M	–	52
2025 Q4	$13M	Buy	476,028 +24,779	+5%	+$680K	3.57%	9
2025 Q3	$12.5M	Buy	451,249 +287,244	+175%	+$7.82M	3.82%	9
2025 Q2	$4.45M	Sell	164,005 -282,135	-63%	-$7.44M	1.73%	20
2025 Q1	$12M	Buy	+446,140	New	+$12M	4.54%	5

Other funds holding FALN

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Exchange Bank Santa Rosa, California $161M AUM 28.42% 1-Year Est. Return