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

Concord Wealth 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
2025 Q2	–	Sell	-34	Closed	-$981	–	863
2025 Q1	$981	Hold	34	–	–	﹤0.01%	731
2024 Q4	$975	Hold	34	–	–	﹤0.01%	800
2024 Q3	$1K	Sell	34 -11	-24%	-$318	﹤0.01%	837
2024 Q2	$1.27K	Hold	45	–	–	﹤0.01%	705
2024 Q1	$1.31K	Hold	45	–	–	﹤0.01%	779
2023 Q4	$1.29K	Sell	45 -140	-76%	-$3.86K	﹤0.01%	746
2023 Q3	$5.01K	Hold	185	–	–	﹤0.01%	716
2023 Q2	$5.14K	Hold	185	–	–	﹤0.01%	704
2023 Q1	$5.18K	Hold	185	–	–	﹤0.01%	665
2022 Q4	$5K	Buy	+185	New	+$4.97K	﹤0.01%	764
2022 Q3	–	Sell	-185	Closed	-$5K	–	200
2022 Q2	$5K	Hold	185	–	–	﹤0.01%	804
2022 Q1	$6K	Hold	185	–	–	﹤0.01%	859
2021 Q4	$6K	Hold	185	–	–	﹤0.01%	891
2021 Q3	$6K	Sell	185 -170	-48%	-$5.62K	﹤0.01%	543
2021 Q2	$12K	Hold	355	–	–	﹤0.01%	586
2021 Q1	$11K	Buy	355 +210	+145%	+$6.74K	﹤0.01%	568
2020 Q4	$5K	Buy	+145	New	+$4.48K	﹤0.01%	409

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

KAM

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Concord Wealth Partners's ANGL Position: Q2 2025 in Review

Concord Wealth Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 34 shares — an estimated $981 sold.

Concord Wealth Partners first reported a position in ANGL in Q4 2020 and held it in 17 quarters. The position peaked at $12K in Q2 2021. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Concord Wealth Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 34 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $981.
Concord Wealth Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 17 quarters.
Concord Wealth Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $12K in Q2 2021.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.