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

Kingsview 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 		$2.03M Buy
74,491
+45,753
+159% +$1.24M 0.02% 556
2026
Q1 		$768K Buy
28,738
+621
+2% +$16.9K 0.01% 757
2025
Q4 		$768K Sell
28,117
-3,350
-11% -$91.9K 0.01% 713
2025
Q3 		$874K Buy
31,467
+6,361
+25% +$173K 0.01% 647
2025
Q2 		$681K Buy
25,106
+863
+4% +$22.8K 0.01% 673
2025
Q1 		$649K Sell
24,243
-2,296
-9% -$61.9K 0.01% 648
2024
Q4 		$709K Buy
26,539
+6,806
+34% +$184K 0.01% 643
2024
Q3 		$540K Buy
19,733
+415
+2% +$11.1K 0.01% 687
2024
Q2 		$506K Sell
19,318
-508
-3% -$13.4K 0.01% 680
2024
Q1 		$533K Sell
19,826
-2,095
-10% -$55.7K 0.01% 649
2023
Q4 		$579K Sell
21,921
-593
-3% -$15K 0.02% 605
2023
Q3 		$558K Sell
22,514
-705
-3% -$17.8K 0.02% 589
2023
Q2 		$589K Sell
23,219
-2,875
-11% -$71.9K 0.02% 552
2023
Q1 		$659K Sell
26,094
-1,639
-6% -$41.1K 0.03% 500
2022
Q4 		$683K Sell
27,733
-5,246
-16% -$128K 0.03% 426
2022
Q3 		$788K Buy
32,979
+1,091
+3% +$27.4K 0.04% 386
2022
Q2 		$785K Buy
31,888
+5,269
+20% +$137K 0.04% 426
2022
Q1 		$739K Sell
26,619
-51,092
-66% -$1.45M 0.03% 480
2021
Q4 		$2.33M Buy
77,711
+2,887
+4% +$86.4K 0.1% 220
2021
Q3 		$2.25M Buy
74,824
+14,521
+24% +$438K 0.11% 202
2021
Q2 		$1.81M Buy
60,303
+52,285
+652% +$1.54M 0.09% 242
2021
Q1 		$234K Sell
8,018
-29
-0.4% -$851 0.01% 720
2020
Q4 		$237K Sell
8,047
-701
-8% -$19.9K 0.02% 606
2020
Q3 		$239K Buy
8,748
+12
+0.1% +$329 0.02% 526
2020
Q2 		$229K Buy
+8,736
New +$219K 0.02% 493
2020
Q1 		– Sell
-7,534
Closed -$204K – 524
2019
Q4 		$204K Buy
+7,534
New +$201K 0.03% 442

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

Kingsview Wealth Management's FALN Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 159% in Q2 2026, buying an estimated $1.24M and bringing the position to 74,491 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #556.

Kingsview Wealth Management first reported a position in FALN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q4 2021. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Kingsview Wealth Management held 74,491 shares of iShares Fallen Angels USD Bond ETF worth $2.03M as of Q2 2026.
  • Kingsview Wealth Management bought 45,753 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $1.24M.
  • iShares Fallen Angels USD Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #556 holding.
  • Kingsview Wealth Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Kingsview Wealth Management's iShares Fallen Angels USD Bond ETF position peaked at $2.33M in Q4 2021.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.