BFAI
FALN icon

Bridgelight Financial Advisors, Inc.’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$6.58M Buy
241,424
+58,207
+32% +$1.58M 4.5% 10
2026
Q1 		$4.9M Buy
183,217
+4,289
+2% +$117K 4.15% 12
2025
Q4 		$4.88M Buy
+178,928
New +$4.91M 4.16% 11

Other funds holding FALN

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s FALN Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 32% in Q2 2026, buying an estimated $1.58M and bringing the position to 241,424 shares worth $6.58M. The position accounts for 4.5% of the portfolio, ranked #10.

Bridgelight Financial Advisors, Inc. first reported a position in FALN in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 241,424 shares of iShares Fallen Angels USD Bond ETF worth $6.58M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 58,207 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $1.58M.
  • iShares Fallen Angels USD Bond ETF made up 4.5% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #10 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.