Root Financial Partners
FALN icon

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

Root Financial 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
Q3 		$31.9K Buy
+1,231
New +$33K ﹤0.01% 1311
2026
Q2 		– Sell
-6,477
Closed -$173K – 1314
2026
Q1 		$173K Buy
6,477
+375
+6% +$10.2K 0.01% 368
2025
Q4 		$167K Hold
6,102
– – 0.01% 336
2025
Q3 		$170K Sell
6,102
-3,808
-38% -$104K 0.01% 313
2025
Q2 		$269K Buy
+9,910
New +$261K 0.03% 197

Other funds holding FALN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
ESL Trust Services
ESL Trust Services Rochester, New York $580M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Root Financial Partners's FALN Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q3 2026: 1,231 shares worth $31.9K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FALN as recently as Q1 2026.

Root Financial Partners first reported a position in FALN in Q2 2025 and has held it in 5 quarters since. The position peaked at $269K in Q2 2025. 243 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

  • Root Financial Partners held 1,231 shares of iShares Fallen Angels USD Bond ETF worth $31.9K as of Q3 2026.
  • iShares Fallen Angels USD Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1311 holding.
  • Root Financial Partners first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Root Financial Partners's iShares Fallen Angels USD Bond ETF position peaked at $269K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.