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Wealthcare Advisory Partners’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Wealthcare Advisory Partners’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 		$339K Sell
12,428
-2,543
-17% -$68.8K 0.01% 834
2026
Q1 		$400K Sell
14,971
-1,662
-10% -$45.3K 0.01% 779
2025
Q4 		$454K Buy
16,633
+285
+2% +$7.82K 0.01% 721
2025
Q3 		$454K Buy
16,348
+8,720
+114% +$238K 0.01% 706
2025
Q2 		$207K Buy
+7,628
New +$201K ﹤0.01% 925

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

Wealthcare Advisory Partners's FALN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 17% in Q2 2026, selling an estimated $68.8K and leaving 12,428 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #834.

Wealthcare Advisory Partners first reported a position in FALN in Q2 2025 and has held it in 5 quarters since. The position peaked at $454K in Q3 2025. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Wealthcare Advisory Partners held 12,428 shares of iShares Fallen Angels USD Bond ETF worth $339K as of Q2 2026.
  • Wealthcare Advisory Partners sold 2,543 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $68.8K.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #834 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealthcare Advisory Partners's iShares Fallen Angels USD Bond ETF position peaked at $454K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.