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Retirement Wealth Solutions’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Retirement Wealth Solutions’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 		$115 Sell
4
-1
-20% -$27 ﹤0.01% 785
2026
Q1 		$132 Hold
5
– – ﹤0.01% 793
2025
Q4 		$134 Hold
5
– – ﹤0.01% 740
2025
Q3 		$133 Hold
5
– – ﹤0.01% 774
2025
Q2 		$128 Hold
5
– – ﹤0.01% 410
2025
Q1 		$125 Hold
5
– – ﹤0.01% 399
2024
Q4 		$123 Buy
+5
New +$135 ﹤0.01% 404

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

Retirement Wealth Solutions's FALN Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 20% in Q2 2026, selling an estimated $27 and leaving 4 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Retirement Wealth Solutions first reported a position in FALN in Q4 2024 and has held it in 7 quarters since. The position peaked at $134 in Q4 2025. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Retirement Wealth Solutions held 4 shares of iShares Fallen Angels USD Bond ETF worth $115 as of Q2 2026.
  • Retirement Wealth Solutions sold 1 iShares Fallen Angels USD Bond ETF share in Q2 2026, an estimated $27.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #785 holding.
  • Retirement Wealth Solutions first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares Fallen Angels USD Bond ETF position peaked at $134 in Q4 2025.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.