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Prospera Financial Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Prospera Financial Services’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 		$309K Buy
11,345
+2,627
+30% +$71.1K ﹤0.01% 1224
2026
Q1 		$233K Buy
8,718
+2
+0% +$55 ﹤0.01% 1301
2025
Q4 		$238K Buy
8,716
+6
+0.1% +$165 ﹤0.01% 1229
2025
Q3 		$242K Sell
8,710
-92
-1% -$2.51K ﹤0.01% 1224
2025
Q2 		$239K Sell
8,802
-512
-5% -$13.5K ﹤0.01% 1191
2025
Q1 		$250K Sell
9,314
-85
-0.9% -$2.29K 0.01% 1053
2024
Q4 		$251K Buy
9,399
+512
+6% +$13.8K 0.01% 997
2024
Q3 		$243K Buy
8,887
+107
+1% +$2.87K 0.01% 1010
2024
Q2 		$230K Buy
8,780
+14
+0.2% +$369 0.01% 1020
2024
Q1 		$235K Sell
8,766
-182
-2% -$4.84K 0.01% 991
2023
Q4 		$236K Buy
+8,948
New +$226K 0.01% 936
2022
Q2 		– Sell
-7,751
Closed -$215K – 1927
2022
Q1 		$215K Buy
7,751
+41
+0.5% +$1.16K 0.01% 865
2021
Q4 		$231K Buy
7,710
+7
+0.1% +$209 0.01% 790
2021
Q3 		$232K Buy
+7,703
New +$232K 0.01% 729

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

Prospera Financial Services's FALN Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 30% in Q2 2026, buying an estimated $71.1K and bringing the position to 11,345 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Prospera Financial Services first reported a position in FALN in Q3 2021 and has held it in 14 quarters since. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Prospera Financial Services held 11,345 shares of iShares Fallen Angels USD Bond ETF worth $309K as of Q2 2026.
  • Prospera Financial Services bought 2,627 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $71.1K.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1224 holding.
  • Prospera Financial Services first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.