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

US 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
2025
Q1 		$2.18M Buy
81,428
+1,704
+2% +$45.9K 0.64% 31
2024
Q4 		$2.13M Buy
79,724
+150
+0.2% +$4.05K 0.65% 30
2024
Q3 		$2.18M Sell
79,574
-1,266
-2% -$34K 0.68% 29
2024
Q2 		$2.12M Buy
80,840
+5,981
+8% +$158K 0.71% 30
2024
Q1 		$2.01M Sell
74,859
-419
-0.6% -$11.1K 0.7% 30
2023
Q4 		$1.99M Buy
75,278
+984
+1% +$24.9K 0.74% 30
2023
Q3 		$1.84M Buy
74,294
+655
+0.9% +$16.5K 0.77% 30
2023
Q2 		$1.87M Sell
73,639
-146
-0.2% -$3.65K 0.79% 28
2023
Q1 		$1.86M Buy
73,785
+3,298
+5% +$82.8K 0.83% 28
2022
Q4 		$1.73M Buy
+70,487
New +$1.72M 0.87% 27

Other funds holding FALN

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

US Financial Advisors's FALN Position: Q1 2025 in Review

US Financial Advisors increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 2.1% in Q1 2025, buying an estimated $45.9K and bringing the position to 81,428 shares worth $2.18M. The position accounts for 0.64% of the portfolio, ranked #31.

US Financial Advisors first reported a position in FALN in Q4 2022 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold FALN as of Q1 2025.

  • US Financial Advisors held 81,428 shares of iShares Fallen Angels USD Bond ETF worth $2.18M as of Q1 2025.
  • US Financial Advisors bought 1,704 iShares Fallen Angels USD Bond ETF shares in Q1 2025, an estimated $45.9K.
  • iShares Fallen Angels USD Bond ETF made up 0.64% of US Financial Advisors's portfolio in Q1 2025, its #31 holding.
  • US Financial Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.