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BOLTON SECURITIES CORPORATION’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$30.3K Hold
1,170
– – ﹤0.01% 1506
2026
Q2 		$31.9K Hold
1,170
– – ﹤0.01% 1468
2026
Q1 		$31.3K Buy
+1,170
New +$31.9K ﹤0.01% 1342
2025
Q3 		$32.5K Buy
+1,170
New +$31.9K ﹤0.01% 1261
2025
Q1 		$48.6K Buy
+1,815
New +$48.9K ﹤0.01% 1054

Other funds holding FALN

Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
ESL Trust Services
ESL Trust Services Rochester, New York $580M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FALN Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares Fallen Angels USD Bond ETF (FALN) position steady in Q3 2026 at 1,170 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

BOLTON SECURITIES CORPORATION first reported a position in FALN in Q1 2025 and has held it in 5 quarters since. The position peaked at $48.6K in Q1 2025. 195 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,170 shares of iShares Fallen Angels USD Bond ETF worth $30.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares Fallen Angels USD Bond ETF share count unchanged in Q3 2026.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1506 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Fallen Angels USD Bond ETF position peaked at $48.6K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.