Wealthfront Advisers
FALN icon

Wealthfront Advisers’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Wealthfront Advisers’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 		$1.11M Sell
40,656
-15,351
-27% -$416K ﹤0.01% 704
2026
Q1 		$1.5M Buy
56,007
+18,907
+51% +$516K ﹤0.01% 649
2025
Q4 		$1.01M Sell
37,100
-341
-0.9% -$9.36K ﹤0.01% 710
2025
Q3 		$1.04M Buy
37,441
+6,322
+20% +$172K ﹤0.01% 690
2025
Q2 		$845K Buy
31,119
+6,251
+25% +$165K ﹤0.01% 718
2025
Q1 		$666K Sell
24,868
-12,878
-34% -$347K ﹤0.01% 730
2024
Q4 		$1.01M Buy
37,746
+6,187
+20% +$167K ﹤0.01% 664
2024
Q3 		$863K Buy
31,559
+12,211
+63% +$328K ﹤0.01% 673
2024
Q2 		$507K Sell
19,348
-19,364
-50% -$511K ﹤0.01% 738
2024
Q1 		$1.04M Buy
38,712
+20,835
+117% +$554K ﹤0.01% 607
2023
Q4 		$472K Buy
17,877
+7,741
+76% +$196K ﹤0.01% 730
2023
Q3 		$251K Buy
10,136
+1,093
+12% +$27.6K ﹤0.01% 790
2023
Q2 		$229K Buy
9,043
+232
+3% +$5.8K ﹤0.01% 803
2023
Q1 		$223K Sell
8,811
-8,519
-49% -$214K ﹤0.01% 782
2022
Q4 		$426K Buy
17,330
+7,174
+71% +$175K ﹤0.01% 665
2022
Q3 		$243K Buy
10,156
+284
+3% +$7.14K ﹤0.01% 724
2022
Q2 		$243K Sell
9,872
-1,931
-16% -$50.3K ﹤0.01% 728
2022
Q1 		$328K Buy
+11,803
New +$334K ﹤0.01% 696

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

Wealthfront Advisers's FALN Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 27% in Q2 2026, selling an estimated $416K and leaving 40,656 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Wealthfront Advisers first reported a position in FALN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.5M in Q1 2026. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Wealthfront Advisers held 40,656 shares of iShares Fallen Angels USD Bond ETF worth $1.11M as of Q2 2026.
  • Wealthfront Advisers sold 15,351 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $416K.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #704 holding.
  • Wealthfront Advisers first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealthfront Advisers's iShares Fallen Angels USD Bond ETF position peaked at $1.5M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.