Wealthspire Advisors (New York)’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-1,684	Closed	-$46.8K	–	1633
2025 Q3	$46.8K	Buy	+1,684	New	+$45.9K	﹤0.01%	1275
2022 Q4	–	Sell	-8,903	Closed	-$213K	–	588
2022 Q3	$213K	Buy	+8,903	New	+$224K	﹤0.01%	469

Other funds holding FALN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s FALN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q4 2025, closing a stake of 1,684 shares — an estimated $46.8K sold.

Wealthspire Advisors (New York) first reported a position in FALN in Q3 2022 and held it in 2 quarters. The position peaked at $213K in Q3 2022. 299 funds tracked by Wall St. Rank hold FALN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares Fallen Angels USD Bond ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,684 iShares Fallen Angels USD Bond ETF shares in Q4 2025, an estimated $46.8K.
Wealthspire Advisors (New York) first reported a position in iShares Fallen Angels USD Bond ETF in Q3 2022 and held it in 2 quarters.
Wealthspire Advisors (New York)'s iShares Fallen Angels USD Bond ETF position peaked at $213K in Q3 2022.
299 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.