AssetMark Inc
ANGL icon

AssetMark Inc’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

AssetMark Inc’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
2026
Q1 		$84.1K Sell
2,928
-503
-15% -$14.8K ﹤0.01% 1597
2025
Q4 		$101K Buy
3,431
+3,035
+766% +$89.3K ﹤0.01% 1497
2025
Q3 		$11.8K Sell
396
-178
-31% -$5.21K ﹤0.01% 2075
2025
Q2 		$16.8K Sell
574
-1,906
-77% -$54.2K ﹤0.01% 1847
2025
Q1 		$71.6K Buy
2,480
+1,849
+293% +$53.4K ﹤0.01% 1354
2024
Q4 		$18.1K Sell
631
-726
-54% -$21.1K ﹤0.01% 1676
2024
Q3 		$39.9K Buy
1,357
+1,001
+281% +$28.9K ﹤0.01% 1342
2024
Q2 		$10.1K Sell
356
-80,107
-100% -$2.28M ﹤0.01% 1498
2024
Q1 		$2.34M Buy
80,463
+80,460
+2,682,000% +$2.32M 0.01% 547
2023
Q4 		$86 Sell
3
-69
-96% -$1.9K ﹤0.01% 1817
2023
Q3 		$1.95K Buy
72
+28
+64% +$771 ﹤0.01% 1476
2023
Q2 		$1.22K Hold
44
– – ﹤0.01% 1457
2023
Q1 		$1.23K Sell
44
-40
-48% -$1.1K ﹤0.01% 1434
2022
Q4 		$2.27K Sell
84
-42
-33% -$1.13K ﹤0.01% 1427
2022
Q3 		$3K Hold
126
– – ﹤0.01% 1346
2022
Q2 		$3K Sell
126
-749
-86% -$21.3K ﹤0.01% 1335
2022
Q1 		$27K Buy
875
+664
+315% +$20.6K ﹤0.01% 1024
2021
Q4 		$7K Sell
211
-785
-79% -$25.8K ﹤0.01% 1188
2021
Q3 		$33K Sell
996
-17
-2% -$562 ﹤0.01% 851
2021
Q2 		$33K Hold
1,013
– – ﹤0.01% 810
2021
Q1 		$32K Sell
1,013
-520
-34% -$16.7K ﹤0.01% 793
2020
Q4 		$49K Sell
1,533
-704
-31% -$21.8K ﹤0.01% 716
2020
Q3 		$67K Sell
2,237
-132,097
-98% -$3.96M ﹤0.01% 631
2020
Q2 		$3.87M Sell
134,334
-2,696,365
-95% -$74.2M 0.03% 255
2020
Q1 		$71.6M Buy
2,830,699
+349,557
+14% +$10M 0.61% 48
2019
Q4 		$74.1M Buy
2,481,142
+162,987
+7% +$4.79M 0.56% 47
2019
Q3 		$68M Buy
2,318,155
+369,318
+19% +$10.8M 0.57% 48
2019
Q2 		$57.1M Buy
1,948,837
+1,820,535
+1,419% +$52.5M 0.47% 52
2019
Q1 		$3.69M Buy
128,302
+112,700
+722% +$3.18M 0.03% 228
2018
Q4 		$416K Sell
15,602
-102,962
-87% -$2.87M ﹤0.01% 360
2018
Q3 		$3.45M Buy
118,564
+118,441
+96,293% +$3.42M 0.03% 248
2018
Q2 		$4K Hold
123
– – ﹤0.01% 1184
2018
Q1 		$4K Sell
123
-120
-49% -$3.55K ﹤0.01% 1173
2017
Q4 		$7K Sell
243
-529,842
-100% -$15.9M ﹤0.01% 1175
2017
Q3 		$16.1M Buy
530,085
+525,282
+10,937% +$15.7M 0.18% 116
2017
Q2 		$142K Sell
4,803
-407,129
-99% -$12M ﹤0.01% 493
2017
Q1 		$12.2M Sell
411,932
-142,483
-26% -$4.17M 0.16% 123
2016
Q4 		$16M Buy
+554,415
New +$16M 0.23% 105

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AssetMark Inc's ANGL Position: Q1 2026 in Review

AssetMark Inc reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 15% in Q1 2026, selling an estimated $14.8K and leaving 2,928 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

AssetMark Inc first reported a position in ANGL in Q4 2016 and has held it in 38 quarters since. The position peaked at $74.1M in Q4 2019. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • AssetMark Inc held 2,928 shares of VanEck Fallen Angel High Yield Bond ETF worth $84.1K as of Q1 2026.
  • AssetMark Inc sold 503 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $14.8K.
  • VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1597 holding.
  • AssetMark Inc first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • AssetMark Inc's VanEck Fallen Angel High Yield Bond ETF position peaked at $74.1M in Q4 2019.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.