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Client First Investment Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Client First Investment Management’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 		– Sell
-139,127
Closed -$3.79M – 27
2026
Q2 		$3.79M Buy
+139,127
New +$3.77M 1.6% 7

Other funds holding FALN

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return

Client First Investment Management's FALN Position: Q3 2026 in Review

Client First Investment Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q3 2026, closing a stake of 139,127 shares — an estimated $3.79M sold.

Client First Investment Management first reported a position in FALN in Q2 2026 and held it in 1 quarter. The position peaked at $3.79M in Q2 2026. 18 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

  • Client First Investment Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Client First Investment Management sold 139,127 iShares Fallen Angels USD Bond ETF shares in Q3 2026, an estimated $3.79M.
  • Client First Investment Management first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2026 and held it in 1 quarter.
  • Client First Investment Management's iShares Fallen Angels USD Bond ETF position peaked at $3.79M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.