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Eddie Patel Inc’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Eddie Patel 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 		$495K Buy
+18,157
New +$491K 0.3% 71
2026
Q1 		– Sell
-19,490
Closed -$532K – 105
2025
Q4 		$532K Buy
+19,490
New +$535K 0.4% 75

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

Eddie Patel Inc's FALN Position: Q2 2026 in Review

Eddie Patel Inc opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q2 2026: 18,157 shares worth $495K. The stake represents 0.3% of the portfolio and ranks #71 among its holdings. This is a return to the name: Eddie Patel Inc previously reported a position in FALN as recently as Q4 2025.

Eddie Patel Inc first reported a position in FALN in Q4 2025 and has held it in 2 quarters since. The position peaked at $532K in Q4 2025. 292 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Eddie Patel Inc held 18,157 shares of iShares Fallen Angels USD Bond ETF worth $495K as of Q2 2026.
  • iShares Fallen Angels USD Bond ETF was a new Eddie Patel Inc position in Q2 2026.
  • iShares Fallen Angels USD Bond ETF made up 0.3% of Eddie Patel Inc's portfolio in Q2 2026, its #71 holding.
  • Eddie Patel Inc first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Eddie Patel Inc's iShares Fallen Angels USD Bond ETF position peaked at $532K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

Based on Eddie Patel Inc's 13F filing for Q2 2026, filed 11 Aug 2026.