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Balboa Wealth Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Balboa Wealth Partners’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
Q2 		– Sell
-12,524
Closed -$363K – 306
2024
Q1 		$363K Buy
+12,524
New +$361K 0.11% 145

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
Morgan Stanley
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balboa Wealth Partners's ANGL Position: Q2 2024 in Review

Balboa Wealth Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 12,524 shares — an estimated $363K sold.

Balboa Wealth Partners first reported a position in ANGL in Q1 2024 and held it in 1 quarter. The position peaked at $363K in Q1 2024. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

  • Balboa Wealth Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 12,524 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $363K.
  • Balboa Wealth Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $363K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.