AFG Fiduciary Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

AFG Fiduciary Services’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
2023 Q1	–	Sell	-12,870	Closed	-$348K	–	78
2022 Q4	$348K	Hold	12,870	–	–	0.33%	50
2022 Q3	$338K	Hold	12,870	–	–	0.32%	52
2022 Q2	$348K	Hold	12,870	–	–	0.3%	57
2022 Q1	$391K	Hold	12,870	–	–	0.27%	63
2021 Q4	$424K	Buy	+12,870	New	+$424K	0.3%	51

Other funds holding ANGL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

ECM

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

DMBA

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

AFG Fiduciary Services's ANGL Position: Q1 2023 in Review

AFG Fiduciary Services sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 12,870 shares — an estimated $348K sold.

AFG Fiduciary Services first reported a position in ANGL in Q4 2021 and held it in 5 quarters. The position peaked at $424K in Q4 2021. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

AFG Fiduciary Services reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
AFG Fiduciary Services sold 12,870 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $348K.
AFG Fiduciary Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 5 quarters.
AFG Fiduciary Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $424K in Q4 2021.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on AFG Fiduciary Services's 13F filing for Q1 2023, filed 4 May 2023.