Plan Group Financial’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Plan Group Financial’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	$347K	Buy	+12,744	New	+$345K	0.07%	157

Other funds holding FALN

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Plan Group Financial's FALN Position: Q2 2026 in Review

Plan Group Financial opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026: 12,744 shares worth $347K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings.

291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

Plan Group Financial held 12,744 shares of iShares Fallen Angels USD Bond ETF worth $347K as of Q2 2026.
iShares Fallen Angels USD Bond ETF was a new Plan Group Financial position in Q2 2026.
iShares Fallen Angels USD Bond ETF made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #157 holding.
291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.