Cypress Financial Planning’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cypress Financial Planning’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
2026 Q2	$273K	Sell	9,329 -483,517	-98%	-$14.1M	0.07%	93
2026 Q1	$14.2M	Buy	492,846 +25,448	+5%	+$746K	3.9%	9
2025 Q4	$13.7M	Buy	467,398 +27,857	+6%	+$820K	3.79%	9
2025 Q3	$13.1M	Buy	439,541 +28,438	+7%	+$833K	3.98%	9
2025 Q2	$12M	Buy	411,103 +25,015	+6%	+$712K	3.93%	9
2025 Q1	$11.1M	Buy	386,088 +6,951	+2%	+$201K	3.98%	9
2024 Q4	$10.9M	Buy	379,137 +19,964	+6%	+$579K	3.99%	9
2024 Q3	$10.6M	Buy	359,173 +47,346	+15%	+$1.37M	3.91%	9
2024 Q2	$8.82M	Buy	311,827 +63,045	+25%	+$1.8M	3.65%	9
2024 Q1	$7.22M	Buy	248,782 +195,455	+367%	+$5.64M	3.3%	10
2023 Q4	$1.52M	Sell	53,327 -142,625	-73%	-$3.93M	1.38%	11
2023 Q3	$5.3M	Buy	195,952 +31,855	+19%	+$877K	3.03%	9
2023 Q2	$4.53M	Buy	164,097 +11,358	+7%	+$313K	2.57%	9
2023 Q1	$4.26M	Buy	152,739 +3,025	+2%	+$83.5K	2.59%	9
2022 Q4	$4.05M	Buy	149,714 +5,902	+4%	+$158K	2.71%	9
2022 Q3	$3.77M	Buy	143,812 +11,064	+8%	+$306K	2.68%	10
2022 Q2	$3.59M	Buy	+132,748	New	+$3.78M	2.46%	10

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

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

CIA

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

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

SFBLI

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cypress Financial Planning's ANGL Position: Q2 2026 in Review

Cypress Financial Planning reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 98% in Q2 2026, selling an estimated $14.1M and leaving 9,329 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #93.

Cypress Financial Planning first reported a position in ANGL in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.2M in Q1 2026. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Cypress Financial Planning held 9,329 shares of VanEck Fallen Angel High Yield Bond ETF worth $273K as of Q2 2026.
Cypress Financial Planning sold 483,517 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $14.1M.
VanEck Fallen Angel High Yield Bond ETF made up 0.07% of Cypress Financial Planning's portfolio in Q2 2026, its #93 holding.
Cypress Financial Planning first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2022 and has held it in 17 quarters since.
Cypress Financial Planning's VanEck Fallen Angel High Yield Bond ETF position peaked at $14.2M in Q1 2026.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.