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Bellwether Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Bellwether Advisors’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 		– Hold
0
– – – 481
2022
Q4 		– Hold
0
– – – 440
2022
Q3 		– Sell
-4
Closed -$111 – 460
2022
Q2 		$0 Hold
4
– – ﹤0.01% 397
2022
Q1 		$0 Buy
+4
New +$124 ﹤0.01% 546

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bellwether Advisors's ANGL Position: Q1 2023 in Review

Bellwether Advisors held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q1 2023 at 0 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Bellwether Advisors first reported a position in ANGL in Q1 2022 and has held it in 2 quarters since. The position peaked at $0 in Q2 2022. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

  • Bellwether Advisors held 0 shares of VanEck Fallen Angel High Yield Bond ETF worth $8 as of Q1 2023.
  • Bellwether Advisors left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q1 2023.
  • VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of Bellwether Advisors's portfolio in Q1 2023, its #481 holding.
  • Bellwether Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Bellwether Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $0 in Q2 2022.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.