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Kaizen Financial Strategies’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Kaizen Financial Strategies’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 		$636K Buy
23,464
+6,218
+36% +$168K 0.21% 74
2026
Q1 		$469K Buy
17,246
+1,064
+7% +$29K 0.2% 90
2025
Q4 		$442K Buy
16,182
+863
+6% +$23.7K 0.19% 88
2025
Q3 		$418K Buy
15,319
+97
+0.6% +$2.64K 0.19% 92
2025
Q2 		$413K Buy
+15,222
New +$401K 0.21% 91

Other funds holding FALN

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
BFAI
Bridgelight Financial Advisors, Inc. Shelton, Connecticut $146M AUM

Kaizen Financial Strategies's FALN Position: Q2 2026 in Review

Kaizen Financial Strategies increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 36% in Q2 2026, buying an estimated $168K and bringing the position to 23,464 shares worth $636K. The position accounts for 0.21% of the portfolio, ranked #74.

Kaizen Financial Strategies first reported a position in FALN in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Kaizen Financial Strategies held 23,464 shares of iShares Fallen Angels USD Bond ETF worth $636K as of Q2 2026.
  • Kaizen Financial Strategies bought 6,218 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $168K.
  • iShares Fallen Angels USD Bond ETF made up 0.21% of Kaizen Financial Strategies's portfolio in Q2 2026, its #74 holding.
  • Kaizen Financial Strategies first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.