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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

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

Independence Financial Advisors's FALN Position: Q2 2026 in Review

Independence Financial Advisors opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026: 256,955 shares worth $7M. The stake represents 1.82% of the portfolio and ranks #20 among its holdings. This is a return to the name: Independence Financial Advisors previously reported a position in FALN as recently as Q4 2025.

Independence Financial Advisors first reported a position in FALN in Q1 2025 and has held it in 5 quarters since. The position peaked at $13M in Q4 2025. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Independence Financial Advisors held 256,955 shares of iShares Fallen Angels USD Bond ETF worth $7M as of Q2 2026.
  • iShares Fallen Angels USD Bond ETF was a new Independence Financial Advisors position in Q2 2026.
  • iShares Fallen Angels USD Bond ETF made up 1.82% of Independence Financial Advisors's portfolio in Q2 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 5 quarters since.
  • Independence Financial Advisors's iShares Fallen Angels USD Bond ETF position peaked at $13M in Q4 2025.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.