Insight Wealth Partners
FALN icon

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

Insight Wealth Partners’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 		$4.31M Buy
166,181
+9,183
+6% +$247K 0.57% 17
2026
Q2 		$4.28M Sell
156,998
-27,140
-15% -$735K 0.57% 17
2026
Q1 		$4.92M Buy
184,138
+9,939
+6% +$271K 0.69% 13
2025
Q4 		$4.76M Buy
174,199
+18,343
+12% +$503K 0.65% 14
2025
Q3 		$4.33M Buy
155,856
+21,840
+16% +$595K 1.32% 14
2025
Q2 		$3.64M Buy
134,016
+5,555
+4% +$146K 1.41% 14
2025
Q1 		$3.44M Buy
128,461
+5,248
+4% +$141K 0.57% 15
2024
Q4 		$3.29M Buy
123,213
+15,680
+15% +$424K 0.45% 16
2024
Q3 		$2.94M Buy
107,533
+5,583
+5% +$150K 0.58% 19
2024
Q2 		$2.67M Buy
101,950
+482
+0.5% +$12.7K 0.46% 16
2024
Q1 		$2.73M Buy
101,468
+9,657
+11% +$257K 0.47% 19
2023
Q4 		$2.42M Sell
91,811
-2,178
-2% -$55.1K 0.42% 18
2023
Q3 		$2.33M Sell
93,989
-164
-0.2% -$4.14K 0.45% 14
2023
Q2 		$2.39M Sell
94,153
-21,860
-19% -$547K 0.55% 16
2023
Q1 		$2.93M Buy
116,013
+703
+0.6% +$17.6K 0.66% 12
2022
Q4 		$2.84M Sell
115,310
-4,922
-4% -$120K 2.12% 13
2022
Q3 		$2.87M Sell
120,232
-30,663
-20% -$771K 2.71% 13
2022
Q2 		$3.72M Sell
150,895
-1,699
-1% -$44.2K 2.79% 11
2022
Q1 		$4.24M Sell
152,594
-6,977
-4% -$198K 2.35% 10
2021
Q4 		$4.78M Buy
159,571
+13,222
+9% +$396K 0.89% 16
2021
Q3 		$4.41M Buy
146,349
+555
+0.4% +$16.7K 2.36% 13
2021
Q2 		$4.37M Buy
145,794
+735
+0.5% +$21.7K 2.33% 13
2021
Q1 		$4.24M Buy
145,059
+59,356
+69% +$1.74M 2.09% 13
2020
Q4 		$2.52M Sell
85,703
-28,648
-25% -$812K 1.54% 14
2020
Q3 		$3.12M Buy
114,351
+12,930
+13% +$354K 2.98% 13
2020
Q2 		$2.66M Buy
101,421
+5,555
+6% +$139K 2.73% 11
2020
Q1 		$2.15M Buy
95,866
+45,268
+89% +$1.17M 2.8% 12
2019
Q4 		$1.37M Buy
+50,598
New +$1.35M 1.36% 14

Other funds holding FALN

Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Bridgelight Financial Advisors
Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Liberty Atlantic Advisors
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Insight Wealth Partners's FALN Position: Q3 2026 in Review

Insight Wealth Partners increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 5.8% in Q3 2026, buying an estimated $247K and bringing the position to 166,181 shares worth $4.31M. The position accounts for 0.57% of the portfolio, ranked #17.

Insight Wealth Partners first reported a position in FALN in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.92M in Q1 2026. 100 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

  • Insight Wealth Partners held 166,181 shares of iShares Fallen Angels USD Bond ETF worth $4.31M as of Q3 2026.
  • Insight Wealth Partners bought 9,183 iShares Fallen Angels USD Bond ETF shares in Q3 2026, an estimated $247K.
  • iShares Fallen Angels USD Bond ETF made up 0.57% of Insight Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Insight Wealth Partners first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Insight Wealth Partners's iShares Fallen Angels USD Bond ETF position peaked at $4.92M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.