IWP
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
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% -$4.13K 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 		$3.71M 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

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 Wealth Partners's FALN Position: Q2 2026 in Review

Insight Wealth Partners reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 15% in Q2 2026, selling an estimated $735K and leaving 156,998 shares worth $4.28M. 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 27 quarters since. The position peaked at $4.92M in Q1 2026. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Insight Wealth Partners held 156,998 shares of iShares Fallen Angels USD Bond ETF worth $4.28M as of Q2 2026.
  • Insight Wealth Partners sold 27,140 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $735K.
  • iShares Fallen Angels USD Bond ETF made up 0.57% of Insight Wealth Partners's portfolio in Q2 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 27 quarters since.
  • Insight Wealth Partners's iShares Fallen Angels USD Bond ETF position peaked at $4.92M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.