Wealth Enhancement Advisory Services
FALN icon

Wealth Enhancement Advisory Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.1M Buy
262,227
+2,230
+0.9% +$60.4K 0.01% 826
2026
Q1 		$6.96M Sell
259,997
-84,733
-25% -$2.31M 0.01% 737
2025
Q4 		$9.46M Buy
344,730
+310,481
+907% +$8.52M 0.01% 714
2025
Q3 		$947K Sell
34,249
-845
-2% -$23K ﹤0.01% 1905
2025
Q2 		$950K Sell
35,094
-6,933
-16% -$183K ﹤0.01% 1783
2025
Q1 		$1.13M Buy
42,027
+552
+1% +$14.9K ﹤0.01% 1546
2024
Q4 		$1.11M Buy
41,475
+5,980
+17% +$162K ﹤0.01% 1480
2024
Q3 		$970K Buy
35,495
+1,106
+3% +$29.7K ﹤0.01% 1417
2024
Q2 		$901K Buy
34,389
+6,201
+22% +$164K ﹤0.01% 1329
2024
Q1 		$757K Sell
28,188
-903
-3% -$24K ﹤0.01% 1357
2023
Q4 		$768K Sell
29,091
-9,262
-24% -$234K ﹤0.01% 1270
2023
Q3 		$951K Buy
+38,353
New +$967K ﹤0.01% 1122

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

Wealth Enhancement Advisory Services's FALN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 0.86% in Q2 2026, buying an estimated $60.4K and bringing the position to 262,227 shares worth $7.1M. The position accounts for 0.01% of the portfolio, ranked #826.

Wealth Enhancement Advisory Services first reported a position in FALN in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.46M in Q4 2025. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 262,227 shares of iShares Fallen Angels USD Bond ETF worth $7.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,230 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #826 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Fallen Angels USD Bond ETF position peaked at $9.46M in Q4 2025.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.