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

Abound 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
2024
Q4 		– Sell
-749
Closed -$22K – 1229
2024
Q3 		$22K Buy
+749
New +$21.6K 0.01% 272
2024
Q2 		– Sell
-1
Closed -$23 – 1177
2024
Q1 		$23 Sell
1
-89
-99% -$2.57K ﹤0.01% 1290
2023
Q4 		$2.6K Buy
+90
New +$2.48K ﹤0.01% 622

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abound Wealth Management's ANGL Position: Q4 2024 in Review

Abound Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 749 shares — an estimated $22K sold.

Abound Wealth Management first reported a position in ANGL in Q4 2023 and held it in 3 quarters. The position peaked at $22K in Q3 2024. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • Abound Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 749 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $22K.
  • Abound Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and held it in 3 quarters.
  • Abound Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $22K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.