Bernard Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Bernard 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
2026 Q1	$144K	Sell	5,016 -524	-9%	-$15.4K	0.06%	76
2025 Q4	$163K	Hold	5,540	–	–	0.07%	73
2025 Q3	$165K	Sell	5,540 -153	-3%	-$4.48K	0.07%	67
2025 Q2	$167K	Sell	5,693 -8	-0.1%	-$228	0.08%	63
2025 Q1	$165K	Sell	5,701 -138	-2%	-$3.99K	0.08%	64
2024 Q4	$167K	Buy	+5,839	New	+$169K	0.08%	60

Other funds holding ANGL

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bernard Wealth Management's ANGL Position: Q1 2026 in Review

Bernard Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 9.5% in Q1 2026, selling an estimated $15.4K and leaving 5,016 shares worth $144K. The position accounts for 0.06% of the portfolio, ranked #76.

Bernard Wealth Management first reported a position in ANGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $167K in Q4 2024. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Bernard Wealth Management held 5,016 shares of VanEck Fallen Angel High Yield Bond ETF worth $144K as of Q1 2026.
Bernard Wealth Management sold 524 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $15.4K.
VanEck Fallen Angel High Yield Bond ETF made up 0.06% of Bernard Wealth Management's portfolio in Q1 2026, its #76 holding.
Bernard Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $167K in Q4 2024.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.