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Sequoia Financial Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Sequoia Financial Advisors’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 		$622K Sell
22,840
-62,012
-73% -$1.68M ﹤0.01% 1197
2026
Q1 		$2.27M Sell
84,852
-26,636
-24% -$727K 0.01% 562
2025
Q4 		$3.04M Sell
111,488
-39,901
-26% -$1.09M 0.02% 448
2025
Q3 		$4.21M Buy
+151,389
New +$4.12M 0.03% 334

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

Sequoia Financial Advisors's FALN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 73% in Q2 2026, selling an estimated $1.68M and leaving 22,840 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Sequoia Financial Advisors first reported a position in FALN in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.21M in Q3 2025. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Sequoia Financial Advisors held 22,840 shares of iShares Fallen Angels USD Bond ETF worth $622K as of Q2 2026.
  • Sequoia Financial Advisors sold 62,012 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $1.68M.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1197 holding.
  • Sequoia Financial Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's iShares Fallen Angels USD Bond ETF position peaked at $4.21M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.