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Patriot Investment Management Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Patriot Investment Management Group’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 		$221K Buy
8,539
+490
+6% +$13.2K 0.01% 227
2026
Q2 		$219K Sell
8,049
-1,636
-17% -$44.3K 0.01% 234
2026
Q1 		$259K Hold
9,685
– – 0.02% 216
2025
Q4 		$264K Buy
+9,685
New +$266K 0.02% 215
2024
Q4 		– Sell
-10,375
Closed -$284K – 237
2024
Q3 		$284K Hold
10,375
– – 0.02% 207
2024
Q2 		$272K Hold
10,375
– – 0.02% 212
2024
Q1 		$279K Sell
10,375
-555
-5% -$14.7K 0.02% 211
2023
Q4 		$289K Hold
10,930
– – 0.02% 201
2023
Q3 		$271K Hold
10,930
– – 0.02% 207
2023
Q2 		$277K Hold
10,930
– – 0.02% 209
2023
Q1 		$276K Sell
10,930
-555
-5% -$13.9K 0.02% 213
2022
Q4 		$292K Hold
11,485
– – 0.03% 211
2022
Q3 		$274K Hold
11,485
– – 0.03% 207
2022
Q2 		$282K Buy
+11,485
New +$299K 0.03% 203
2020
Q3 		– Sell
-555
Closed -$14.5K – 337
2020
Q2 		$14.5K Buy
+555
New +$13.9K ﹤0.01% 464

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
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Patriot Investment Management Group's FALN Position: Q3 2026 in Review

Patriot Investment Management Group increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 6.1% in Q3 2026, buying an estimated $13.2K and bringing the position to 8,539 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #227.

Patriot Investment Management Group first reported a position in FALN in Q2 2020 and has held it in 15 quarters since. The position peaked at $292K in Q4 2022. 48 funds tracked by Wall St. Rank hold FALN as of Q3 2026.

  • Patriot Investment Management Group held 8,539 shares of iShares Fallen Angels USD Bond ETF worth $221K as of Q3 2026.
  • Patriot Investment Management Group bought 490 iShares Fallen Angels USD Bond ETF shares in Q3 2026, an estimated $13.2K.
  • iShares Fallen Angels USD Bond ETF made up 0.01% of Patriot Investment Management Group's portfolio in Q3 2026, its #227 holding.
  • Patriot Investment Management Group first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • Patriot Investment Management Group's iShares Fallen Angels USD Bond ETF position peaked at $292K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.