Frank Rimerman Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.6M	Hold	125,518	–	–	0.24%	72
2025 Q4	$3.69M	Hold	125,518	–	–	0.23%	69
2025 Q3	$3.73M	Hold	125,518	–	–	0.24%	68
2025 Q2	$3.68M	Sell	125,518 -967	-0.8%	-$27.5K	0.25%	62
2025 Q1	$3.65M	Sell	126,485 -11,068	-8%	-$320K	0.29%	54
2024 Q4	$3.94M	Buy	137,553 +1,304	+1%	+$37.8K	0.29%	51
2024 Q3	$4.01M	Hold	136,249	–	–	0.28%	55
2024 Q2	$3.86M	Sell	136,249 -1,229	-0.9%	-$35K	0.27%	59
2024 Q1	$3.99M	Buy	137,478 +31,023	+29%	+$895K	0.77%	20
2023 Q4	$3.06M	Sell	106,455 -14,746	-12%	-$407K	0.64%	23
2023 Q3	$3.28M	Sell	121,201 -1,839	-1%	-$50.6K	0.79%	20
2023 Q2	$3.42M	Hold	123,040	–	–	0.82%	20
2023 Q1	$3.45M	Buy	123,040 +2,327	+2%	+$64.2K	0.95%	20
2022 Q4	$3.26M	Buy	120,713 +84,324	+232%	+$2.26M	1.02%	19
2022 Q3	$954K	Sell	36,389 -56,188	-61%	-$1.55M	0.34%	40
2022 Q2	$2.5M	Sell	92,577 -23,550	-20%	-$670K	0.96%	20
2022 Q1	$3.53M	Buy	116,127 +7,661	+7%	+$238K	1.13%	17
2021 Q4	$3.58M	Buy	108,466 +22,671	+26%	+$746K	1.2%	15
2021 Q3	$2.84M	Buy	85,795 +3,936	+5%	+$130K	1.1%	16
2021 Q2	$2.69M	Buy	81,859 +60,822	+289%	+$1.96M	1.05%	18
2021 Q1	$672K	Sell	21,037 -124,935	-86%	-$4.01M	0.3%	37
2020 Q4	$4.69M	Buy	+145,972	New	+$4.51M	2.12%	9