Etesian Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Etesian Wealth Advisors’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 Q1	$285K	Sell	9,910 -1,379	-12%	-$40.4K	0.09%	117
2025 Q4	$332K	Sell	11,289 -4,402	-28%	-$130K	0.1%	110
2025 Q3	$466K	Sell	15,691 -347	-2%	-$10.2K	0.15%	100
2025 Q2	$470K	Sell	16,038 -2,093	-12%	-$59.5K	0.18%	98
2025 Q1	$523K	Sell	18,131 -1,962	-10%	-$56.7K	0.23%	90
2024 Q4	$576K	Sell	20,093 -1,443	-7%	-$41.9K	0.25%	90
2024 Q3	$633K	Sell	21,536 -2,779	-11%	-$80.3K	0.29%	92
2024 Q2	$688K	Sell	24,315 -6,552	-21%	-$187K	0.39%	78
2024 Q1	$896K	Sell	30,867 -196	-0.6%	-$5.65K	0.51%	62
2023 Q4	$896K	Buy	31,063 +181	+0.6%	+$4.99K	0.54%	61
2023 Q3	$836K	Sell	30,882 -430	-1%	-$11.8K	0.56%	61
2023 Q2	$870K	Buy	31,312 +100	+0.3%	+$2.75K	0.57%	60
2023 Q1	$875K	Buy	31,212 +2,101	+7%	+$58K	0.58%	57
2022 Q4	$787K	Buy	+29,111	New	+$782K	0.57%	62

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Etesian Wealth Advisors's ANGL Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 12% in Q1 2026, selling an estimated $40.4K and leaving 9,910 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #117.

Etesian Wealth Advisors first reported a position in ANGL in Q4 2022 and has held it in 14 quarters since. The position peaked at $896K in Q4 2023. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Etesian Wealth Advisors held 9,910 shares of VanEck Fallen Angel High Yield Bond ETF worth $285K as of Q1 2026.
Etesian Wealth Advisors sold 1,379 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $40.4K.
VanEck Fallen Angel High Yield Bond ETF made up 0.09% of Etesian Wealth Advisors's portfolio in Q1 2026, its #117 holding.
Etesian Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $896K in Q4 2023.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.