Institute for Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Institute for Wealth Management’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	$4.15K	Buy	+152	New	+$4.11K	﹤0.01%	1479
2020 Q3	–	Sell	-22,114	Closed	-$580K	–	425
2020 Q2	$580K	Buy	22,114 +517	+2%	+$13K	0.14%	200
2020 Q1	$485K	Buy	21,597 +452	+2%	+$11.7K	0.15%	191
2019 Q4	$573K	Buy	21,145 +1,530	+8%	+$40.8K	0.13%	223
2019 Q3	$525K	Buy	19,615 +1,074	+6%	+$28.7K	0.13%	226
2019 Q2	$493K	Buy	18,541 +1,007	+6%	+$26.5K	0.11%	255
2019 Q1	$462K	Buy	17,534 +668	+4%	+$17.2K	0.1%	256
2018 Q4	$412K	Buy	16,866 +530	+3%	+$13.5K	0.17%	166
2018 Q3	$433K	Buy	16,336 +157	+1%	+$4.15K	0.15%	171
2018 Q2	$429K	Sell	16,179 -253	-2%	-$6.7K	0.14%	177
2018 Q1	$437K	Buy	16,432 +5,346	+48%	+$144K	0.13%	209
2017 Q4	$300K	Buy	+11,086	New	+$305K	0.07%	306

Other funds holding FALN

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Institute for Wealth Management's FALN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026: 152 shares worth $4.15K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FALN as recently as Q2 2020.

Institute for Wealth Management first reported a position in FALN in Q4 2017 and has held it in 12 quarters since. The position peaked at $580K in Q2 2020. 169 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

Institute for Wealth Management held 152 shares of iShares Fallen Angels USD Bond ETF worth $4.15K as of Q2 2026.
iShares Fallen Angels USD Bond ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1479 holding.
Institute for Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2017 and has held it in 12 quarters since.
Institute for Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $580K in Q2 2020.
169 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.