CHB Investment Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

CHB Investment Group’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
2025 Q2	$8.71M	Sell	297,549 -7,788	-3%	-$222K	4.44%	3
2025 Q1	$8.81M	Buy	305,337 +1,466	+0.5%	+$42.4K	4.68%	3
2024 Q4	$8.71M	Buy	303,871 +6,542	+2%	+$190K	4.73%	3
2024 Q3	$8.74M	Buy	+297,329	New	+$8.59M	4.64%	3

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

CHB Investment Group's ANGL Position: Q2 2025 in Review

CHB Investment Group reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 2.6% in Q2 2025, selling an estimated $222K and leaving 297,549 shares worth $8.71M. The position accounts for 4.44% of the portfolio, ranked #3.

CHB Investment Group first reported a position in ANGL in Q3 2024 and has held it in 4 quarters since. The position peaked at $8.81M in Q1 2025. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

CHB Investment Group held 297,549 shares of VanEck Fallen Angel High Yield Bond ETF worth $8.71M as of Q2 2025.
CHB Investment Group sold 7,788 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $222K.
VanEck Fallen Angel High Yield Bond ETF made up 4.44% of CHB Investment Group's portfolio in Q2 2025, its #3 holding.
CHB Investment Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2024 and has held it in 4 quarters since.
CHB Investment Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $8.81M in Q1 2025.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.