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

Integrity Wealth 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
Q1 		$2.36M Buy
88,396
+33,886
+62% +$924K 1.41% 18
2025
Q4 		$1.5M Buy
54,510
+46,865
+613% +$1.29M 1.02% 22
2025
Q3 		$212K Buy
+7,645
New +$208K 0.08% 74

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Integrity Wealth Advisors's FALN Position: Q1 2026 in Review

Integrity Wealth Advisors increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 62% in Q1 2026, buying an estimated $924K and bringing the position to 88,396 shares worth $2.36M. The position accounts for 1.41% of the portfolio, ranked #18.

Integrity Wealth Advisors first reported a position in FALN in Q3 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold FALN as of Q1 2026.

  • Integrity Wealth Advisors held 88,396 shares of iShares Fallen Angels USD Bond ETF worth $2.36M as of Q1 2026.
  • Integrity Wealth Advisors bought 33,886 iShares Fallen Angels USD Bond ETF shares in Q1 2026, an estimated $924K.
  • iShares Fallen Angels USD Bond ETF made up 1.41% of Integrity Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Integrity Wealth Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.