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

Wealth Enhancement Trust 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 		$69.5K Sell
2,553
-20
-0.8% -$541 0.01% 435
2026
Q1 		$68.8K Buy
2,573
+1,041
+68% +$28.4K 0.01% 408
2025
Q4 		$41.8K Buy
+1,532
New +$42K 0.01% 455

Other funds holding FALN

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 0.78% in Q2 2026, selling an estimated $541 and leaving 2,553 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #435.

Wealth Enhancement Trust Services first reported a position in FALN in Q4 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,553 shares of iShares Fallen Angels USD Bond ETF worth $69.5K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 20 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $541.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #435 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

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