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

Castle 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
-127
Closed -$3K – 131
2022
Q3 		$3K Sell
127
-5,129
-98% -$142K ﹤0.01% 530
2022
Q2 		$142K Buy
+5,256
New +$150K 0.08% 122

Other funds holding ANGL

Bank of America
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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Castle Wealth Management's ANGL Position: Q4 2022 in Review

Castle Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 127 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in ANGL in Q2 2022 and held it in 2 quarters. The position peaked at $142K in Q2 2022. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

  • Castle Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 127 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $142K in Q2 2022.
  • 317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.