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Baker Ellis Asset Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Baker Ellis Asset 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
2026
Q1 		– Sell
-11,651
Closed -$342K – 257
2025
Q4 		$342K Sell
11,651
-370
-3% -$10.9K 0.04% 198
2025
Q3 		$357K Sell
12,021
-1,660
-12% -$48.6K 0.04% 190
2025
Q2 		$401K Sell
13,681
-13,233
-49% -$376K 0.06% 157
2025
Q1 		$777K Sell
26,914
-10,467
-28% -$303K 0.11% 121
2024
Q4 		$1.07M Sell
37,381
-2,905
-7% -$84.3K 0.16% 97
2024
Q3 		$1.18M Sell
40,286
-751
-2% -$21.7K 0.17% 98
2024
Q2 		$1.16M Sell
41,037
-1,150
-3% -$32.8K 0.18% 96
2024
Q1 		$1.22M Buy
42,187
+5,650
+15% +$163K 0.18% 101
2023
Q4 		$1.05M Sell
36,537
-11,313
-24% -$312K 0.17% 106
2023
Q3 		$1.29M Sell
47,850
-11,431
-19% -$315K 0.23% 86
2023
Q2 		$1.65M Buy
59,281
+3,325
+6% +$91.5K 0.28% 76
2023
Q1 		$1.57M Buy
55,956
+7,656
+16% +$211K 0.28% 80
2022
Q4 		$1.31M Buy
48,300
+8,800
+22% +$236K 0.25% 82
2022
Q3 		$1.04M Buy
39,500
+7,945
+25% +$220K 0.23% 85
2022
Q2 		$853K Buy
31,555
+3,304
+12% +$94.1K 0.18% 103
2022
Q1 		$859K Buy
28,251
+6,185
+28% +$192K 0.15% 103
2021
Q4 		$728K Buy
22,066
+2,866
+15% +$94.3K 0.13% 115
2021
Q3 		$628K Buy
+19,200
New +$635K 0.12% 119

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

Baker Ellis Asset Management's ANGL Position: Q1 2026 in Review

Baker Ellis Asset Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026, closing a stake of 11,651 shares — an estimated $342K sold.

Baker Ellis Asset Management first reported a position in ANGL in Q3 2021 and held it in 18 quarters. The position peaked at $1.65M in Q2 2023. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Baker Ellis Asset Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Baker Ellis Asset Management sold 11,651 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $342K.
  • Baker Ellis Asset Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and held it in 18 quarters.
  • Baker Ellis Asset Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.65M in Q2 2023.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.