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 Q3	$7.23M	Buy	278,978 +22,023	+9%	+$591K	1.82%	20
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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Independence Financial Advisors's FALN Position: Q3 2026 in Review

Independence Financial Advisors increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 8.6% in Q3 2026, buying an estimated $591K and bringing the position to 278,978 shares worth $7.23M. The position accounts for 1.82% of the portfolio, ranked #20.

Independence Financial Advisors first reported a position in FALN in Q1 2025 and has held it in 6 quarters since. The position peaked at $13M in Q4 2025. 18 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

Independence Financial Advisors held 278,978 shares of iShares Fallen Angels USD Bond ETF worth $7.23M as of Q3 2026.
Independence Financial Advisors bought 22,023 iShares Fallen Angels USD Bond ETF shares in Q3 2026, an estimated $591K.
iShares Fallen Angels USD Bond ETF made up 1.82% of Independence Financial Advisors's portfolio in Q3 2026, its #20 holding.
Independence Financial Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's iShares Fallen Angels USD Bond ETF position peaked at $13M in Q4 2025.
18 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.