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Martin Worley Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Martin Worley Group’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
2025
Q2 		$3.59M Buy
132,404
+14,484
+12% +$382K 1.76% 19
2025
Q1 		$3.16M Buy
117,920
+18,737
+19% +$505K 1.8% 18
2024
Q4 		$2.65M Buy
+99,183
New +$2.68M 1.66% 20

Other funds holding FALN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Martin Worley Group's FALN Position: Q2 2025 in Review

Martin Worley Group increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 12% in Q2 2025, buying an estimated $382K and bringing the position to 132,404 shares worth $3.59M. The position accounts for 1.76% of the portfolio, ranked #19.

Martin Worley Group first reported a position in FALN in Q4 2024 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold FALN as of Q2 2025.

  • Martin Worley Group held 132,404 shares of iShares Fallen Angels USD Bond ETF worth $3.59M as of Q2 2025.
  • Martin Worley Group bought 14,484 iShares Fallen Angels USD Bond ETF shares in Q2 2025, an estimated $382K.
  • iShares Fallen Angels USD Bond ETF made up 1.76% of Martin Worley Group's portfolio in Q2 2025, its #19 holding.
  • Martin Worley Group first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.