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

Insight 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 		$1.31M Buy
48,034
+1,824
+4% +$49.4K 0.23% 63
2026
Q1 		$1.23M Buy
46,210
+975
+2% +$26.6K 0.24% 61
2025
Q4 		$1.23M Buy
45,235
+803
+2% +$22K 0.19% 81
2025
Q3 		$1.23M Buy
44,432
+129
+0.3% +$3.51K 0.19% 83
2025
Q2 		$1.2M Sell
44,303
-2,241
-5% -$59.1K 0.19% 79
2025
Q1 		$1.25M Buy
46,544
+1,993
+4% +$53.7K 0.22% 70
2024
Q4 		$1.19M Buy
44,551
+975
+2% +$26.4K 0.2% 76
2024
Q3 		$1.19M Buy
43,576
+6,524
+18% +$175K 0.21% 78
2024
Q2 		$970K Buy
37,052
+6,609
+22% +$174K 0.18% 90
2024
Q1 		$818K Sell
30,443
-561
-2% -$14.9K 0.16% 104
2023
Q4 		$819K Sell
31,004
-18
-0.1% -$455 0.17% 97
2023
Q3 		$769K Buy
31,022
+271
+0.9% +$6.83K 0.18% 100
2023
Q2 		$780K Buy
30,751
+197
+0.6% +$4.93K 0.17% 97
2023
Q1 		$772K Buy
30,554
+2,437
+9% +$61.2K 0.18% 93
2022
Q4 		$693K Sell
28,117
-5
-0% -$122 0.24% 109
2022
Q3 		$672K Sell
28,122
-2,402
-8% -$60.4K 0.26% 103
2022
Q2 		$789K Sell
30,524
-8,918
-23% -$232K 0.27% 98
2022
Q1 		$1.09M Sell
39,442
-5,147
-12% -$146K 0.33% 84
2021
Q4 		$1.34M Buy
44,589
+26
+0.1% +$778 0.39% 65
2021
Q3 		$1.35M Buy
44,563
+2,510
+6% +$75.6K 0.4% 62
2021
Q2 		$1.26M Buy
42,053
+1,406
+3% +$41.5K 0.4% 63
2021
Q1 		$1.2M Buy
40,647
+2,559
+7% +$75.1K 0.38% 66
2020
Q4 		$1.12M Buy
+38,088
New +$1.08M 0.42% 60

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

Insight Advisors's FALN Position: Q2 2026 in Review

Insight Advisors increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 3.9% in Q2 2026, buying an estimated $49.4K and bringing the position to 48,034 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #63.

Insight Advisors first reported a position in FALN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q3 2021. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Insight Advisors held 48,034 shares of iShares Fallen Angels USD Bond ETF worth $1.31M as of Q2 2026.
  • Insight Advisors bought 1,824 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $49.4K.
  • iShares Fallen Angels USD Bond ETF made up 0.23% of Insight Advisors's portfolio in Q2 2026, its #63 holding.
  • Insight Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's iShares Fallen Angels USD Bond ETF position peaked at $1.35M in Q3 2021.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.