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Vision Retirement’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Vision Retirement’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 		$9.53K Sell
350
-237
-40% -$6.42K ﹤0.01% 442
2026
Q1 		$15.7K Hold
587
– – ﹤0.01% 357
2025
Q4 		$16K Buy
+587
New +$16.1K ﹤0.01% 360

Other funds holding FALN

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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Vision Retirement's FALN Position: Q2 2026 in Review

Vision Retirement reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 40% in Q2 2026, selling an estimated $6.42K and leaving 350 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Vision Retirement first reported a position in FALN in Q4 2025 and has held it in 3 quarters since. The position peaked at $16K in Q4 2025. 278 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Vision Retirement held 350 shares of iShares Fallen Angels USD Bond ETF worth $9.53K as of Q2 2026.
  • Vision Retirement sold 237 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $6.42K.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #442 holding.
  • Vision Retirement first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Fallen Angels USD Bond ETF position peaked at $16K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.