Castleview Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Castleview Partners’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 Q2	–	Sell	-472	Closed	-$13.7K	–	919
2024 Q1	$13.7K	Buy	472 +334	+242%	+$9.63K	0.01%	511
2023 Q4	$3.98K	Buy	138 +36	+35%	+$993	﹤0.01%	608
2023 Q3	$2.77K	Hold	102	–	–	﹤0.01%	534
2023 Q2	$2.84K	Hold	102	–	–	﹤0.01%	558
2023 Q1	$2.87K	Hold	102	–	–	﹤0.01%	549
2022 Q4	$2.76K	Hold	102	–	–	﹤0.01%	495
2022 Q3	$3K	Sell	102 -197	-66%	-$5.45K	﹤0.01%	486
2022 Q2	$7.32K	Buy	299 +84	+39%	+$2.39K	0.01%	492
2022 Q1	$6K	Sell	215 -7,014	-97%	-$218K	﹤0.01%	546
2021 Q4	$219	Buy	+7,229	New	+$238K	﹤0.01%	657
2021 Q2	$2.22M	Buy	+67,465	New	+$2.18M	0.97%	19

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

Castleview Partners's ANGL Position: Q2 2024 in Review

Castleview Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2024, closing a stake of 472 shares — an estimated $13.7K sold.

Castleview Partners first reported a position in ANGL in Q2 2021 and held it in 11 quarters. The position peaked at $2.22M in Q2 2021. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2024.

Castleview Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Castleview Partners sold 472 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2024, an estimated $13.7K.
Castleview Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and held it in 11 quarters.
Castleview Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.22M in Q2 2021.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.