Seaview Investment Managers’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Seaview Investment Managers’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	$1.45M	Buy	53,339 +14,145	+36%	+$383K	0.43%	42
2026 Q1	$1.05M	Buy	39,194 +19,542	+99%	+$533K	0.38%	44
2025 Q4	$537K	Sell	19,652 -10,115	-34%	-$278K	0.2%	47
2025 Q3	$827K	Sell	29,767 -3,538	-11%	-$96.4K	0.31%	42
2025 Q2	$904K	Buy	33,305 +3,981	+14%	+$105K	0.19%	62
2025 Q1	$786K	Buy	+29,324	New	+$790K	0.19%	59

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

Seaview Investment Managers's FALN Position: Q2 2026 in Review

Seaview Investment Managers increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 36% in Q2 2026, buying an estimated $383K and bringing the position to 53,339 shares worth $1.45M. The position accounts for 0.43% of the portfolio, ranked #42.

Seaview Investment Managers first reported a position in FALN in Q1 2025 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

Seaview Investment Managers held 53,339 shares of iShares Fallen Angels USD Bond ETF worth $1.45M as of Q2 2026.
Seaview Investment Managers bought 14,145 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $383K.
iShares Fallen Angels USD Bond ETF made up 0.43% of Seaview Investment Managers's portfolio in Q2 2026, its #42 holding.
Seaview Investment Managers first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.