Carroll Financial Associates’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Carroll Financial 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
2021 Q4	$372K	Buy	11,237 +882	+9%	+$29K	0.02%	284
2021 Q3	$342K	Buy	10,355 +11	+0.1%	+$364	0.02%	295
2021 Q2	$340K	Sell	10,344 -34,355	-77%	-$1.11M	0.02%	305
2021 Q1	$1.43M	Sell	44,699 -4,453	-9%	-$143K	0.09%	135
2020 Q4	$1.58M	Sell	49,152 -969	-2%	-$30K	0.1%	122
2020 Q3	$1.49M	Buy	50,121 +4,844	+11%	+$145K	0.12%	111
2020 Q2	$1.3M	Buy	+45,277	New	+$1.25M	0.11%	120

Other funds holding ANGL

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Carroll Financial Associates's ANGL Position: Q4 2021 in Review

Carroll Financial Associates increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 8.5% in Q4 2021, buying an estimated $29K and bringing the position to 11,237 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #284.

Carroll Financial Associates first reported a position in ANGL in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2020. 357 funds tracked by Wall St. Rank hold ANGL as of Q4 2021.

Carroll Financial Associates held 11,237 shares of VanEck Fallen Angel High Yield Bond ETF worth $372K as of Q4 2021.
Carroll Financial Associates bought 882 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2021, an estimated $29K.
VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #284 holding.
Carroll Financial Associates first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 7 quarters since.
Carroll Financial Associates's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.58M in Q4 2020.
357 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.