Carmichael Hill & Associates’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Carmichael Hill & Associates’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 Q3	$181K	Hold	6,168	–	–	0.06%	201
2024 Q2	$175K	Hold	6,168	–	–	0.07%	187
2024 Q1	$179K	Buy	6,168 +567	+10%	+$16.3K	0.07%	195
2023 Q4	$161K	Hold	5,601	–	–	0.07%	203
2023 Q3	$152K	Buy	5,601 +180	+3%	+$4.96K	0.07%	197
2023 Q2	$151K	Buy	5,421 +1,256	+30%	+$34.6K	0.07%	202
2023 Q1	$117K	Hold	4,165	–	–	0.06%	220
2022 Q4	$113K	Buy	4,165 +235	+6%	+$6.31K	0.06%	219
2022 Q3	$103K	Hold	3,930	–	–	0.06%	220
2022 Q2	$106K	Buy	+3,930	New	+$112K	0.06%	220

Other funds holding ANGL

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Carmichael Hill & Associates's ANGL Position: Q3 2024 in Review

Carmichael Hill & Associates held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q3 2024 at 6,168 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #201.

Carmichael Hill & Associates first reported a position in ANGL in Q2 2022 and has held it in 10 quarters since. 344 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

Carmichael Hill & Associates held 6,168 shares of VanEck Fallen Angel High Yield Bond ETF worth $181K as of Q3 2024.
Carmichael Hill & Associates left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q3 2024.
VanEck Fallen Angel High Yield Bond ETF made up 0.06% of Carmichael Hill & Associates's portfolio in Q3 2024, its #201 holding.
Carmichael Hill & Associates first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2022 and has held it in 10 quarters since.
344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.