Fourth Dimension Wealth’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Fourth Dimension Wealth’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	$56.9K	Sell	1,980 -181	-8%	-$5.31K	0.02%	219
2025 Q4	$63.5K	Sell	2,161 -59	-3%	-$1.74K	0.02%	214
2025 Q3	$66K	Sell	2,220 -124	-5%	-$3.63K	0.03%	203
2025 Q2	$68.6K	Sell	2,344 -584	-20%	-$16.6K	0.03%	198
2025 Q1	$84.5K	Sell	2,928 -10	-0.3%	-$289	0.04%	182
2024 Q4	$84.2K	Buy	+2,938	New	+$85.3K	0.04%	172

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

Fourth Dimension Wealth's ANGL Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 8.4% in Q1 2026, selling an estimated $5.31K and leaving 1,980 shares worth $56.9K. The position accounts for 0.02% of the portfolio, ranked #219.

Fourth Dimension Wealth first reported a position in ANGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $84.5K in Q1 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Fourth Dimension Wealth held 1,980 shares of VanEck Fallen Angel High Yield Bond ETF worth $56.9K as of Q1 2026.
Fourth Dimension Wealth sold 181 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $5.31K.
VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q1 2026, its #219 holding.
Fourth Dimension Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $84.5K in Q1 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.