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FALN icon

&Partners’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

&Partners’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 		$2.62M Buy
96,159
+2,144
+2% +$58K 0.01% 891
2026
Q1 		$2.51M Buy
94,015
+31,583
+51% +$862K 0.01% 805
2025
Q4 		$1.7M Buy
62,432
+51,934
+495% +$1.43M 0.01% 938
2025
Q3 		$292K Sell
10,498
-865
-8% -$23.6K ﹤0.01% 1771
2025
Q2 		$308K Buy
+11,363
New +$300K ﹤0.01% 1612

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

&Partners's FALN Position: Q2 2026 in Review

&Partners increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 2.3% in Q2 2026, buying an estimated $58K and bringing the position to 96,159 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #891.

&Partners first reported a position in FALN in Q2 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • &Partners held 96,159 shares of iShares Fallen Angels USD Bond ETF worth $2.62M as of Q2 2026.
  • &Partners bought 2,144 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $58K.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #891 holding.
  • &Partners first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.