Independent Financial Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Independent Financial Group’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	$438K	Buy	16,075 +7	+0%	+$189	0.01%	1052
2026 Q1	$429K	Buy	16,068 +4	+0%	+$109	0.01%	1002
2025 Q4	$439K	Sell	16,064 -24	-0.1%	-$659	0.01%	962
2025 Q3	$447K	Buy	16,088 +6	+0%	+$163	0.01%	907
2025 Q2	$436K	Buy	16,082 +6	+0%	+$158	0.01%	838
2025 Q1	$431K	Buy	16,076 +37	+0.2%	+$997	0.01%	766
2024 Q4	$428K	Buy	16,039 +8	+0%	+$216	0.01%	755
2024 Q3	$438K	Buy	+16,031	New	+$431K	0.02%	707

Other funds holding FALN

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Independent Financial Group's FALN Position: Q2 2026 in Review

Independent Financial Group increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 0.04% in Q2 2026, buying an estimated $189 and bringing the position to 16,075 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #1052.

Independent Financial Group first reported a position in FALN in Q3 2024 and has held it in 8 quarters since. The position peaked at $447K in Q3 2025. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

Independent Financial Group held 16,075 shares of iShares Fallen Angels USD Bond ETF worth $438K as of Q2 2026.
Independent Financial Group bought 7 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $189.
iShares Fallen Angels USD Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1052 holding.
Independent Financial Group first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's iShares Fallen Angels USD Bond ETF position peaked at $447K in Q3 2025.
291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.