SHP Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

SHP Wealth Management’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 Q1	$187	Buy	+7	New	+$191	﹤0.01%	1735

Other funds holding FALN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

SHP Wealth Management's FALN Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q1 2026: 7 shares worth $187. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings.

294 funds tracked by Wall St. Rank hold FALN as of Q1 2026.

SHP Wealth Management held 7 shares of iShares Fallen Angels USD Bond ETF worth $187 as of Q1 2026.
iShares Fallen Angels USD Bond ETF was a new SHP Wealth Management position in Q1 2026.
iShares Fallen Angels USD Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1735 holding.
294 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.