FI
ANGL icon

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

Financial Insights’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
2022
Q4 		– Sell
-9,777
Closed -$256K – 146
2022
Q3 		$256K Sell
9,777
-462
-5% -$12.8K 0.17% 104
2022
Q2 		$277K Sell
10,239
-6,137
-37% -$175K 0.28% 66
2022
Q1 		$498K Sell
16,376
-350
-2% -$10.9K 0.46% 42
2021
Q4 		$551K Sell
16,726
-565
-3% -$18.6K 0.48% 40
2021
Q3 		$571K Buy
17,291
+602
+4% +$19.9K 0.53% 40
2021
Q2 		$5.49M Buy
16,689
+78
+0.5% +$2.52K 0.45% 40
2021
Q1 		$530K Buy
16,611
+3,269
+25% +$105K 0.39% 43
2020
Q4 		$428K Buy
13,342
+1,951
+17% +$60.3K 0.33% 46
2020
Q3 		$339K Buy
11,391
+9,738
+589% +$292K 0.29% 51
2020
Q2 		$353 Sell
1,653
-9,431
-85% -$259K 0.31% 47
2020
Q1 		$280K Buy
11,084
+4,032
+57% +$115K 0.3% 53
2019
Q4 		$211K Buy
+7,052
New +$207K 0.19% 78

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Insights's ANGL Position: Q4 2022 in Review

Financial Insights sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 9,777 shares — an estimated $256K sold.

Financial Insights first reported a position in ANGL in Q4 2019 and held it in 12 quarters. The position peaked at $5.49M in Q2 2021. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

  • Financial Insights reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Insights sold 9,777 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $256K.
  • Financial Insights first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 12 quarters.
  • Financial Insights's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.49M in Q2 2021.
  • 317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Financial Insights's 13F filing for Q4 2022, filed 10 Feb 2023.