9258 Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

9258 Wealth Management’s Portfolio ANGL Stock Details ANGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,608	Closed	-$233K	–	323
2022 Q2	$233K	Sell	8,608 -1,183	-12%	-$33.7K	0.06%	291
2022 Q1	$298K	Buy	9,791 +1,599	+20%	+$49.7K	0.07%	281
2021 Q4	$270K	Buy	+8,192	New	+$270K	0.06%	309

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

9258 Wealth Management's ANGL Position: Q3 2022 in Review

9258 Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2022, closing a stake of 8,608 shares — an estimated $233K sold.

9258 Wealth Management first reported a position in ANGL in Q4 2021 and held it in 3 quarters. The position peaked at $298K in Q1 2022. 278 funds tracked by Wall St. Rank hold ANGL as of Q3 2022.

9258 Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
9258 Wealth Management sold 8,608 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2022, an estimated $233K.
9258 Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 3 quarters.
9258 Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $298K in Q1 2022.
278 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2022.

Based on 9258 Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.