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

Financial Management Network’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
2023 Q4	–	Sell	-19,104	Closed	-$507K	–	137
2023 Q3	$507K	Buy	19,104 +5,656	+42%	+$156K	0.17%	86
2023 Q2	$371K	Buy	13,448 +1,070	+9%	+$29.5K	0.13%	103
2023 Q1	$344K	Buy	12,378 +378	+3%	+$10.4K	0.14%	99
2022 Q4	$328K	Buy	12,000 +797	+7%	+$21.4K	0.15%	107
2022 Q3	$301K	Sell	11,203 -2,750	-20%	-$76K	0.15%	105
2022 Q2	$379K	Sell	13,953 -4,839	-26%	-$138K	0.2%	92
2022 Q1	$574K	Buy	18,792 +13	+0.1%	+$404	0.29%	63
2021 Q4	$616K	Sell	18,779 -4,390	-19%	-$144K	0.28%	71
2021 Q3	$762K	Buy	23,169 +595	+3%	+$19.7K	0.39%	56
2021 Q2	$745K	Buy	22,574 +1,370	+6%	+$44.2K	0.38%	56
2021 Q1	$681K	Buy	+21,204	New	+$680K	0.35%	60

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KAM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Financial Management Network's ANGL Position: Q4 2023 in Review

Financial Management Network sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 19,104 shares — an estimated $507K sold.

Financial Management Network first reported a position in ANGL in Q1 2021 and held it in 11 quarters. The position peaked at $762K in Q3 2021. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

Financial Management Network reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Financial Management Network sold 19,104 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $507K.
Financial Management Network first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and held it in 11 quarters.
Financial Management Network's VanEck Fallen Angel High Yield Bond ETF position peaked at $762K in Q3 2021.
340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Financial Management Network's 13F filing for Q4 2023, filed 22 Jan 2024.