Bartlett & Co Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Bartlett & Co 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
2022 Q4	–	Sell	-91	Closed	-$2.39K	–	1104
2022 Q3	$2.39K	Buy	+91	New	+$2.52K	﹤0.01%	1030
2021 Q3	–	Sell	-5	Closed	-$165	–	945
2021 Q2	$165	Hold	5	–	–	﹤0.01%	1060
2021 Q1	$160	Buy	+5	New	+$160	﹤0.01%	1092
2018 Q3	–	Sell	-1,291	Closed	-$37K	–	707
2018 Q2	$37K	Buy	+1,291	New	+$37.5K	﹤0.01%	457

Other funds holding ANGL

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Bartlett & Co Wealth Management's ANGL Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 91 shares — an estimated $2.39K sold.

Bartlett & Co Wealth Management first reported a position in ANGL in Q2 2018 and held it in 4 quarters. The position peaked at $37K in Q2 2018. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

Bartlett & Co Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 91 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $2.39K.
Bartlett & Co Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2018 and held it in 4 quarters.
Bartlett & Co Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $37K in Q2 2018.
317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.